Be selective in PSUs, cement; gung-ho on 3 steel stocks: Hemang Jani

Market expert Hemang Jani sees strong potential in select PSUs like Bharat Electronics and HAL, along with power companies such as NTPC, particularly after its recent demerger. He also favors Bajaj Finance and cement companies, citing improving pricing and consolidation. Steel counters are also viewed positively due to anticipated stimulus from China and potential rate cuts.