Sanjiv Bhasin discusses China sectors play, Tata Motors, PB Fintech outlook. Mentions L&T, FMCG stocks, Lever target. Talks about Voltas, real estate momentum, Indiabulls Real Estate play.
“Private banks utilise these write-offs and provisioning buffers to proactively clean up their balance sheets, while public sector banks generally rely more heavily on aggregate
The case dates back to the 2019 Essel liquidity crisis, when a sharp fall in Zee Entertainment’s share price triggered margin calls on pledged shares
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