Seshadri Sen, Head of Research & Strategist at Emkay Global, expects PSU banks to face a challenging FY27 despite stronger fundamentals, while remaining positive over the longer term. He believes RBI’s draft lending norms won’t change the NBFC investment story and sees IT as a valuation-driven trading play. His top bet remains the auto sector, where he expects a multi-year growth cycle. Watch the full interview to know where he sees the best investment opportunities. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
