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Gung-ho on 2 pockets of PSU stocks; bank stocks to be laggards for next 2 quarters: Ajay Vora
Ajay Vora from Nuvama Asset Management is optimistic about defence stocks, OMCs, and specific PSU sectors despite recent corrections. Caution is advised due to a demand slowdown affecting various sectors. He also sees potential in the IT sector and mentions tactical opportunities in the paints and tyres industries. Financials may see long-term gains despite short-term challenges.