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stocks to buy | Sanjiv Bhasin portfolio: Sanjiv Bhasin on 2 IT stocks to buy now; 3 largecap banks to have in your portfolio: Sanjiv Bhasin - Vimarsana News

stocks to buy | Sanjiv Bhasin portfolio: Sanjiv Bhasin on 2 IT stocks to buy now; 3 largecap banks to have in your portfolio: Sanjiv Bhasin

“Lending from NBFCs is a point of concern but there is enough buffer on the other side and most banks are very well capitalised. I still think HDFC, ICICI and Axis should be in all portfolios. Maybe they have underperformed for the last few months but I think now they can start to be in line with market performance.”