PSU banks, select private lenders remain attractive despite global market jitters: Chakri Lokapriya

Chakri Lokapriya discusses the potential impact of US fiscal deficits and RBI surplus on the Indian market, highlighting opportunities in defence and infrastructure. He suggests caution with IndusInd Bank due to operational uncertainties and favors financials and industrials, particularly PSU banks and EPC companies. While pharma faces US tariff concerns, companies like Sun and Cipla offer potential upside.

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