Sanjiv Bhasin highlights HDFC Bank as a contrarian bet while top midcap picks are UPL, Persistent Systems and Dhanlaxmi Bank. Bhasin advocates buying real estate stocks like DLF and Godrej on dips and Indiabulls Real Estate. He further mentions gold rally, tech stocks, and pharma bets like Sun Pharma, Dr Reddy’s, Lupin.
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