Abhay Agarwal says: “As fund managers look for newer stories, newer opportunities, financial services, unless there is a very high growth stock, there is very little appetite to add now, right now. Where the action is still emerging in the financial space is in slightly smaller players, players that are focused on microfinance or smaller banks.”
Let the noise die down and then look for good businesses with reasonable balance sheets: Sachin Shah
Sachin Shah highlights the preference for private sector banks due to their valuations and easing liquidity, along with a rebound in the rural market. He
April 4, 2025