Government reforms a key driver of PSU stocks’ market performance

Mutual funds investing in PSU stocks have delivered a return of more than 40 per cent over the past year. Earnings of PSU companies have improved considerably. Since these companies represent the core of the economy, they are likely to do well if the Indian economy continues on a high-growth trajectory, says Yogesh Kalwani, Head-Investments, InCred Wealth in a conversation with Sanjay Kumar Singh, Associate Editor, Business Standard.