Vedanta And HDFC Bank: Is it Time to Buy? What's Next? Insights from Sanjiv Bhasin | Stock Market

Sanjiv Bhasin discusses the market construct, noting the recent fast correction but predicts a turnaround soon, especially post-election results. He advises deploying cash into stocks like Vedanta, Gold India, AU Bank, and HDFC Bank, while suggesting Vodafone Idea and India Bull Real Estate as potential doublers. He advocates shifting investments from capital goods and auto stocks to defensive sectors like FMCG, IT, and PSUs, citing strong potential in IT due to factors like rupee depreciation and increased AI adoption.

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[binodpoddar]

Good commentry about share buy and wait .