Mumbai: The winds of change are blowing, and the government's mindset about PSUs is shifting like sand. And the biggest votary of the India story has backed this renewed vigour. Big Bull Rakesh Jhunjhunwala is extremely kicked about the future of these PSU enterprises. He sees a lot of scope for efficiencies in all the public sector enterprises. And it is by riding these efficiencies like these, that he projects India will be able to overtake China in the next 25 years. When ET NOW's Managing Editor Nikunj Dalmia asked the Big Bull, if the ongoing privatisation drive will create the likes of Hind Zinc and Maruti, he emphatically replied, 'Absolutely, no question about it.' The stock market has started pricing in the upside. Rakesh Jhunjhunwala told ET NOW, he will invest in these PSU names 'only when the Govt does something'. Which he is very confident of. Expect the Govt to 'sell its jewels very, very smartly', he added. The only thing that can stop him for this is the shortage of capital. He says he is fully committed to the market, riding on the highest leverage of his lifetime. Within PSUs, SBI and Canara Bank is where he has so far parked in money. He blames poor morale of the staff at state-owned enterprises for the slack that exists. "You are just not able to transmit a sense of belonging and pride to the (PSU) employees. For that reason, the employees are not able to give their best," he said. The reforms in the power sector are specially intriguing to the big bull. The policy push by the Prime Minister who he describes as a 'distilled socialist' will be a massive boost to the economy. Validating what Modi said on the floor of the House recently, RJ said the need of the hour is to first increase the size of the pie, before we think of distributing it.