Some PSU stocks can still have better earnings growth than market expectation: Nilesh Shah

Nilesh Shah, MD, Kotak AMC, emphasizes the importance of evaluating PSU stocks individually, being mindful of valuation, especially in low-floating stock counters. Areas like private banks, IT, pharmaceuticals, rural-focused FMCG, and certain segments of PSUs such as banks and the defense sector hold potential for better earnings growth. The market expects moderate returns with focus on bottom-up stock picking.

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