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2 bank stocks Hemant Shah is bullish on for near term
Specifically in largecap sectors, we are focused on the telecom space per se and in the midcaps, we believe in visibility, validation and valuation. So, where valuation comfort is there, we have invested; where there is visibility, we have invested. And if you ask me, we have also invested in few PSUs, though the valuations are not at all cheap nowadays, but still we have been holding it since we have entered at a good price and a good time.