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Will the rally in PSU and pharma baskets continue? Ashi Anand weighs in

“The pain of very large corporate NPAs that they recognised over the last four-five years has now gone away and they are going through a period of normalisation. We are a little more comfortable with the higher-quality PSUs and I think SBI clearly stands out out there.” ....

Sashi Anand , Aurobindo Pharma , Natco Pharma , Glenmark Pharma , Valcreate Investment , Psu Stocks , Defence Stocks , Stock Market , Sectoral Plays , Stock Market Investing ,