"I think there is a lot of steam left in PSUs still, particularly one pocket, and that is the defence sector PSUs. We will see a lot more action there. We did see some amount of correction over the last few months and stocks like Mazagon Dock, BEL, HAL all have corrected. And after correction, of course, it has gone up in the recent last few days, but even after correction, the way they are positioned now if somebody is taking a one-year-plus time horizon, they do look good."
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