Will the rally in PSU stocks continue? What to buy there now?

Ashi Anand, co-CIO Valcreate Investment Managers for IME Strategies, finds PSU banks, particularly SBI, attractive. Defence sector and Bharat Electronics are promising. Power, infra, hotels, and hospitality sectors show potential. Small finance banks need proven value creation. Consumer staples await demand growth. Private banks face a valuation ceiling. OMCs are seen as a space where one can trade and currently, there is momentum, but this is not a space where a longer-term value creation opportunity is there.