Varun Saboo from Anand Rathi remains bullish on PSU banks, two-wheelers, and select pharma and hospital stocks. He highlights the potential benefits tied to rate cut cycles and sees continued value in these sectors. Though FMCG has done well recently, he advises against investing in defensive sectors while preferring growth stocks.
ETMarkets PMS Talk | A ‘private equity approach’ to public markets has driven our investing success for 15 years: Sameer Shah
ValueQuest’s Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying transformative business trends early. Shah
May 28, 2026