Make telecom stocks part of core portfolio; digital commerce, insurance other favourites: Rajesh Bhatia

Rajesh Bhatia of ITI MF advocates for including telecom stocks in core portfolios, highlighting tariff increases and growing free cash flow. He also favours digital economy companies like PB Fintech and Zomato, citing their rapid growth and potential profitability. Bhatia expresses less optimism about oil and gas, preferring sectors with predictable growth.

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