Very bullish on 5 metal stocks; 3 IT stocks to outperform: Sanjiv Bhasin

Metals, particularly Tata Steel, JSW, Hindalco, SAIL, and Jindal Steel, are set to perform strongly in the next three months amid a weak dollar and low coke prices. HAL, BEL, and Bharat Dynamics are attractive buys given India's increasing defence investment. Despite short-term sluggishness in retail brokerages, the industry has a bullish long-term future with increasing cross-selling opportunities.

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