ITI and HMT rally behind PSU stocks: Seshadri Bharathan

ET Now caught up with Seshadri Bharathan, Investment Analyst to get his take on ITI and HMT as quick trading themes.

Do you like ITI or HMT as quick trading themes?

Yes. These are more from the perspective trading rather than a fundamental call and the story that plays out in most of these stocks is the real estate story like in an HMT and ITI more of a real estate story that plays out in the stock and whenever disinvestment theory springs up or whenever most of these PSU stocks rally we have seen that ITI and HMT also rally behind them.