Looking for PSU bank exposure? Stick to SBI; rest are good for trade: Sandip Sabharwal
“People who say that we should be buying any kind of stock at any valuations just because India will be in such a Goldilocks kind of scenario where the market will not correct – might not play out as well because overall markets operate on valuations, earnings, etc. Shift in sectoral or stock specific allocations should be done and that is the only way it will perform.”