Bfsi Space News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Pankaj Pandey discusses the attractiveness of PSU banks within the BFSI space. He also mentions the potential growth for rating agencies due to government and RBI push for corporate bonds. Tech Mahindra and BirlaSoft are highlighted as companies with strong numbers and attractive prospects. Bajaj Auto's good margins and TVS's success in the EV market are noted. Pankaj Pandey comments on the opportunities in the railway sector, but expresses concerns about valuations.

Says valuations of stocks in its favoured capital goods, healthcare, QSR and real estate sectors discount growth for the next few years and leave absolutely no room for any disappointment

Sarin is betting on different themes, including capital goods, commercial vehicles, logistics, healthcare, and real estate. Talking about different themes, he said that bank lending is doing quite well.