In the last many months we have seen lot of criticisms on PSU companies and the government actions. Given the fact there is not a problem with the inherent value in lot of PSUs the issue is more with the governments inaction and bad policies.
If at all government would start functioning or come out with reforms in PSUs we may actually see some of them outperforming markets in a big way.
HPCL,BPCL, ONGC, SJVN, NHPC, NTPC are some names which look interesting. Have been avoiding PSUs for many years now but just get a gut feel for the next couple of years.
Would like comments from the readers on this. For now have no long bias apart from HPCL and BPCL which i like.