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Looking for PSU stocks with value? Siddhartha Khemka’s 2 picks
Siddhartha Khemka emphasizes GAIL's green hydrogen project and core growth. Oil India's Andaman and Nicobar Islands expansion is noted. Khemka also discusses midcap valuations, global impacts, Nifty Metal, Hindalco, Tata Steel, Jindal Steel and PSU opportunities.. He says there is definitely opportunity in mid and smallcaps but volatility can't be ruled out. Largecaps are much better placed in terms of valuation comfort and growth visibility.