Nischal Maheshwari bets on PSU banks, flags microfinance reset as structural positive

Market expert Nischal Maheshwari advocates a selective, valuation-conscious strategy across sectors like microfinance, banks, metals, autos, power, and defence. He highlights opportunities in PSU lenders and commercial vehicles, while cautioning on metals and defence stocks due to current valuations and volatility. Maheshwari also notes structural demand in data centres and a positive outlook for autos.

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