Mayuresh Joshi from Marketsmith India notes that apparel makers, jewellery stocks, and QSR players are likely to benefit from the upcoming festive and wedding season. He also discusses the outlook for PSU sectors, energy transition investments, and evaluates Zomato’s performance with Swiggy’s IPO on the horizon. Joshi also says PSU banks, from a valuation perspective, also look attractively placed. We continue holding stocks like a Bank of Maharashtra and a State Bank in our global portfolios.
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