What fund managers think of the current PSU rally

 Anil Poste

PSU growth story is beyond ownership metrics 

       Souvik Saha, investment strategist, DSP AMC 

We firmly advocate assessing companies based on their structural growth trajectory, regardless of their public or private ownership. It’s imperative to recognize the significant growth narrative and competitive advantage present in key sectors where PSUs operate. Overcoming historical challenges like government interference, we have observed a notable shiftin management objectives and reduced governmental involvement, enabling PSUs to operate more effectively within their respective sectors. It’s crucial to evaluate each company beyond stock prices and profitability metrics, focusing on the structural story contributing to PSU growth...