Markets digested US House of Representatives Speaker Nancy Pelosi’s visit to Taiwan on August 2, 2022, which caused many investors to stay away from risky assets amid potential US-China tensions.
Amey Sathe of Tata Asset Management sees opportunity in midcap private banks. He believes their valuations are compelling. Profitability is expected to improve in the
Trivantage Capital’s portfolio showed impressive gains. Nikhil Johri credits the returns to policy and sectoral factors. RBI’s accommodative stance and stable asset quality helped. The
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