Sanjiv Bhasin believes that the odds of continuation of the government and policies are getting stronger after three straight elections, with Bihar turning Paltu being a significant event. He also highlights the outperformance of PSUs, the moderation of inflation numbers by the Fed, and the upcoming election verdict as factors contributing to reduced uncertainty. Bhasin suggests investing in midcaps, specifically mentioning Electro Force as a stock that can potentially provide a 50% return in the next three months.