Varun Saboo is bullish on smallcaps, expecting a 26-27% CAGR and 40-50% upside. He remains positive on OMCs, BHEL, BEL, ONGC, HPCL, BPCL, and Oil India due to recent fuel price cuts. Besides, Anand Rathis Shares is very constructive on defence names as well. Defence is a very attractive space to be in.
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