ETMarkets Fund Manager Talk: Not found many opportunities in PSU stocks, says Krishnan VR of Marcellus
Krishnan VR emphasizes the importance of order execution and actual earnings growth in the PSU sector. He discusses the moderation of market returns for FY25, predicting double-digit returns over the medium to long term. He further say that in the smallcap and midcap space, it is better to look at individual companies instead of generalizing from aggregate index valuations.