PSU Stocks: Time for Selection
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The public-sector story has reached a more demanding stage. The broad rerating that once lifted many PSU shares has largely run its course, but the underlying investment cycle in banking, infrastructure, defence, energy and power remains intact. What has changed is the gap between the strength of the underlying story and the price investors are being asked to pay for it
The public-sector story has reached a more demanding stage. The broad rerating that once lifted many PSU shares has largely run its course, but the underlying investment cycle in banking, infrastructure, defence, energy and power remains intact. What has changed is the gap between the strength of the underlying story and the price investors are being asked to pay for it
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