PSU banks: A real comeback; is a basket or an individual stock the better option? 13 PSU banks, 8 with upside potential of up to 27%

When it comes to a change in a policy framework some things are inevitable. For instance, it brings both opportunities and complexity. Why opportunity? Because history tells us that policy changes in the past 10 years have brought in a new set of the winners. And complexity because when policy changes happen, it is not easy to figure out how to navigate them as they may impact some companies in the short term. There is a way to navigate this complexity and still make gains. But it is slightly different from the conventional way.