Helios Capital's Samir Arora advised investors not to touch PSU stocks like SBI in their portfolio after PSU stocks crashed on Tuesday. "Financial sector outlook is bullish, and oil and power PSUs look good as well," Arora said. "If you've 35 stocks in...portfolio, you've to recalibrate...five stocks depending on how...(election) result unfolds to be ready for...new environment," he added.