Bhasin advises caution in markets due to potential US data impact and advises profit-taking. Ranks private banks and emphasizes PSU stocks for performance. Prefers BHEL, Ircon, LTIM, HCL Tech, and Wipro for investment. Bhasin says: “The faint-hearted or the larger-term retail should keep their SIPs going but take some money off the table whenever there is leverage.”
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