New Delhi, Sept. 26 -- Trump tariffs on India, H-1B Visa fee hike: In the wake of 100% Trump's tariffs on pharma imports and the H-1B visa fee hike, market experts are suggesting that domestic equity investors look at state-owned companies listed in the Indian stock market. They said that PSU stocks are driven by domestic demand, have little or negligible exposure to FIIs, and are available at attractive valuations. However, they maintained that defence stocks are trading at high valuations, but banking, NBFC, OMCs, and other PSU segments are full of value picks.

Highlighting the reason for being bullish on PSU stocks amid Trump's tariffs and H-1B visa fee hike concerns, Avinash Gorakshkar, a SEBI-registered fundamental analyst, said, "P...