{"id":624681,"date":"2023-12-27T12:10:06","date_gmt":"2023-12-27T06:40:06","guid":{"rendered":"https:\/\/infralive.com\/web\/?p=624681"},"modified":"2023-12-27T12:10:06","modified_gmt":"2023-12-27T06:40:06","slug":"etmarkets-smart-talk-power-utilities-psus-could-see-re-rating-defence-looks-overheated-naveen-kulkarni","status":"publish","type":"post","link":"https:\/\/infralive.com\/web\/etmarkets-smart-talk-power-utilities-psus-could-see-re-rating-defence-looks-overheated-naveen-kulkarni\/","title":{"rendered":"ETMarkets Smart Talk: Power utilities, PSUs could see re-rating; Defence looks overheated: Naveen Kulkarni"},"content":{"rendered":"<p>\u201cPower utilities, PSUs as a sector, in general, have rerating potential and political risks are subsiding. These two sectors will remain the key focus area for us,&#8221; says Naveen Kulkarni, Chief Investment Officer, Axis Securities PMS.<\/p>\n<p>In an interview with ETMarkets, Kulkarni said: \u201cDefence as a theme seems to be overheated for us. Stock valuations have soared significantly, and minor misses in execution could lead to de-rating challenges,\u201d Edited excerpts:<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u201cPower utilities, PSUs as a sector, in general, have rerating potential and political risks are subsiding. These two sectors will remain the key focus area for us,&#8221; says Naveen Kulkarni, Chief Investment Officer, Axis Securities PMS. In an interview with ETMarkets, Kulkarni said: \u201cDefence as a theme seems to be overheated for us. Stock valuations have soared significantly, and minor misses in execution could lead to de-rating challenges,\u201d Edited excerpts:<\/p>\n","protected":false},"author":39,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[130,239,136],"tags":[],"class_list":["post-624681","post","type-post","status-publish","format-standard","hentry","category-newspapers","category-power-the-economic-times","category-the-economic-times"],"acf":[],"_links":{"self":[{"href":"https:\/\/infralive.com\/web\/wp-json\/wp\/v2\/posts\/624681","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/infralive.com\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/infralive.com\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/infralive.com\/web\/wp-json\/wp\/v2\/users\/39"}],"replies":[{"embeddable":true,"href":"https:\/\/infralive.com\/web\/wp-json\/wp\/v2\/comments?post=624681"}],"version-history":[{"count":0,"href":"https:\/\/infralive.com\/web\/wp-json\/wp\/v2\/posts\/624681\/revisions"}],"wp:attachment":[{"href":"https:\/\/infralive.com\/web\/wp-json\/wp\/v2\/media?parent=624681"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/infralive.com\/web\/wp-json\/wp\/v2\/categories?post=624681"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/infralive.com\/web\/wp-json\/wp\/v2\/tags?post=624681"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}