Bullish on PSU Banks and Cement; avoid IT stocks: Dipan Mehta

Dipan Mehta from Elixir Equities suggests considering Motilal Oswal among brokerages. He advises avoiding software services due to potential policy impacts. Mehta recommends overweighting PSU banks and cement sectors. He remains positive on Zomato for the long term. Bharti is favored among large-cap stocks. Mehta also sees potential in specialty chemical companies like SRF and Navin Fluorine for investment opportunities.

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