Small BusinessSmartinvestor Special: PSU stocks as an investment theme
J Venkatesan, Fund Manager, Sundaram BNP Paribas MF spoke with Jitendra Gupta about PSU stocks as an investment theme.
Why do you think that PSU stocks can be an investment theme?
What we are seeing is that the process of disinvestment changes the attitude of the owner, namely the government and the management and also improves the functioning of the companies because of what we call as ‘searchlight effect’. The reasons to play the theme are more to do with what we explained earlier.
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