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2024

Should we book some profits or stay invested in PSU stocks? Bhavin Shah answers

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Bhavin Shah discusses challenges in PSU banks due to strong growth pricing. Market verdict post-elections is uncertain. Focus on policy action and fundamentals driving market growth. Individual banks and tactical trade decisions are crucial. Profits, sectors, and bottom-up opportunities are key considerations. PSU basket, capital expenditure, and railways are under scrutiny.