Sanjiv Bhasin believes consumer names like Dixon, Havells, and Asian Paints will outperform. He recommends buying Havells and mentions the strong performance of Dixon Technology. Bhasin discusses the dissociation of Vijay Shekhar Sharma from Paytm Payments Bank and the potential of Vodafone and Indus Towers in the telecom sector. He suggests investing in private banks like ICICI, Axis, and Kotak.
