PSU stocks to buy: ETMarkets Investors’ Guide: Do PSU stocks deserve a place in your 2023 portfolio? | The Economic Times Podcast

Nifty is poised to end 2022 as one of the world’s best performing equity index but not all investors are happy as their portfolios are not reflecting the all-time high levels that the headline index is trading at. Many of the winning stocks of 2022 happen to be under-owned. One such pocket is the PSU pack. Is the rally too steep or justified?

To discuss this, we caught up with Mr Vivek Bajaj, Co-founder of StockEdge and Elearnmarkets.

Welcome to the show sir:

1) PSU stocks, whether in rail, banks or defence, got a lot of attention in 2022. Does it make sense to stick to the winners of 2022 as we step into 2023?

2) Despite the rally, do you think that many of these PSU stocks are still undervalued?

3) Back in October concall with analysts, Kotak Mahindra Bank MD and CEO Uday Kotak had said that the banking industry is going through a Cinderella time in terms of the credit cycle. Do you think when the credit growth slows down, PSU bank stocks would be the first one to crash?

Thank you for the insights.

That’s all in this week’s special podcast. Do keep checking this space for more interesting content and take time out to follow our market podcasts regularly. Stay safe and have a Happy Weekend!