Top Investment Themes: Vinit Bolinjkar On PSU Banks, Kotak & AMCs Strategies

Vinit Bolinjkar, Head of Research at Ventura Securities, highlights promising investment themes and sectors for cautious consideration. He favors the theme of PSU banks, among private banks Bolinjkar identifies Kotak Mahindra Bank as poised for growth after a period of stagnation. While cautious on AMC stocks due to market trends, he sees long-term value in them, advising potential investors to capitalize on declines, especially during February and March amid tax-saving opportunities.