Ashi Anand, CIO of Valcreate Investment Managers, 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 valuation ceiling. OMCs is 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.
