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ā¢ Sanjiv Bhasin, Director at IIFL Securities, recommends sticking with L&T, ABB, and Cummins as the best capex stocks.
ā¢ He also advises buying Axis and SBI, as well as investing in the SBI Pharma Fund or Nippon Pharma Fund.
ā¢ Bhasin believes that Paytm and PB Fintech can double in the next two years, and that L&T is the best play on engineering, hydrocarbons, and the electrical space.