Psu Basket News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Prateek Agarwal discusses the period of mid 20s growth in index earnings and advises looking at that period for knowledge. He mentions the structural shift in the equity market due to increasing per capita income. He also talks about the potential improvement in valuations of PSU stocks. Regarding Paytm, he highlights the lesson of avoiding businesses with strong regulatory oversight. Prateek shares his thoughts on the private banking space and the impact of interest rates on bank NIMs. He suggests booking profits in overheated sectors like railways, defence, and real estate due to over-exuber...

“BEML is a good stock. It is being run properly and it is doing well. They have also got a niche where they are going into some new technologies, which also has been very innovative from the government side. It is high earnings, high dividend paying candidate for potential disinvestment. It ticks all the buttons, as does Coal India , whicj is the best candidate for getting the dividends and perhaps even selling off a few percent of stock into the market. ”

PSU companies in the power, defence, and railways sectors have the potential to perform well. The government's focus on infrastructure development and increased accountability in PSU companies can lead to higher order intake. Mining companies could see better performance due to government support. As for Zomato and PB Fintech, investor exits have reduced the stock overhang, and the companies' fundamentals have shown improvement."