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Sanjiv Bhasin | Sanjiv Bhasin poertfolio stocks: Want to invest? Look at largecaps and midcaps where there is value: Sanjiv Bhasin

Sanjiv Bhasinrecommends investing in PB Fintech, as it has shown strong performance and has the potential for significant growth. He also highlights Tata Motors as a valuable auto company and suggests considering Tata Comm as another promising stock. Bhasin believes there is still opportunity in the real estate market and plans to reveal a top pick in the sector. He discusses the earnings of Voltas and SRF, noting that both have strengths despite some weaknesses. ....

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Sanjiv Bhasin | Sanjiv Bhasin portfolio: Put money in select midcaps; one stock that can give 50% return in next 3 months: Sanjiv Bhasin

Sanjiv Bhasin believes that the odds of continuation of the government and policies are getting stronger after three straight elections, with Bihar turning Paltu being a significant event. He also highlights the outperformance of PSUs, the moderation of inflation numbers by the Fed, and the upcoming election verdict as factors contributing to reduced uncertainty. Bhasin suggests investing in midcaps, specifically mentioning Electro Force as a stock that can potentially provide a 50% return in the next three months. ....

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