Nischal Maheshwari, CEO of Centrum Broking, is positive about the performance of private banks, stating that they are currently in a good position with strong numbers and favorable valuations. He expects the IT, banking, and FMCG sectors to do well in the coming quarters. Maheshwari also comments on Bharat Forge, highlighting their early investment in the defence sector and their strong presence in engineering and manufacturing. However, Maheshwari does not cover Bharat Forge and cannot provide a valuation call. Speaking about Hero MotoCorp, Maheshwari sees them as the best way to play the rural recovery, emphasizing their dominant market share in rural areas and their foray into the EV segment. The article concludes with a link to read more on the topic.