Hemang Jani discusses government-backed momentum in defence and railways sectors, questioning PSU valuations. He examines Zomato's $30-billion market cap and Blinkit's traction. Jani analyzes Angel One's revenue dip from SEBI guidelines, impacting PMSes and AIFs. Highlights potential benefits for BSE from new expiry rules for Fin Nifty, Mid Cap, impacting NSE's dominance.
