Sanjiv Bhasin believes SBI is still the most undervalued stock and recommends staying with it. He also suggests LIC Housing and AB Capital as potential outperformers in the NBFC space. Bhasin mentions DCB Bank as a small cap dark horse with the potential for significant outperformance. He discusses the volatility of IT companies and advises sticking with the best large caps. He suggests considering NBFCs and select midcap PSU banks.
