PSU stocks rise from the rubble as stage set for Modis third term as PM
As market expects policy continuity with Modi3, in my view all capex related themes such as PLI - manufacturing/ Atma Nirbhar Bharat, Railway , Defence , infrastructure, Green Hydrogen, Renewable energy / Solar / Wind / Electrolyser Ethanol / Biogas, PSU banks are likely to do well during next 5 years.
There was an opportunity during last 2 days - though there was a bit of political uncertainty… Had added in to few of the themes yesterday. However , there may still be
pockets of undervaluation in PSU stocks which one can explore…
Discl : Not a buy or sell recommendation. I remain fully invested in PSU’s pack under above mentioned themes from lower level since last 2 years which I still hold. I may be biased. please do your own assessment before investing in PSU stocks.
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