Raamdeo Agrawal discusses the rerating of PSUs and the potential growth of IT companies. PSUs, which were once undervalued, have seen a reversion to mean and have become leaders in the bull market. The government's continued investment in PSUs is expected to fuel further growth. As for IT companies, despite the current lackluster numbers, they have a global competitive advantage and will benefit from the normalization of corporate activity and the deployment of new technologies. The potential for IT implementation is significant.