The banks have started delivering well on their numbers and if it is sustained, which it should, there is no reason for the valuations to be so cheap. So, you can definitely expect a sustained up move for some of the top PSU banks, said smallcase manager Abhishek Basumallick who also runs Intelsense Capital.
AI infrastructure and data centre plays could be the next big theme: Atul Suri
Despite negative sentiment and foreign investor selling, Indian equities are showing signs of building a base, with a breakout above 24,500 on the Nifty potentially