Gaurav Kochar from Mirae Asset Investment observed that large banks coped better with deposit mobilization challenges than smaller ones. Tight liquidity persisted, but credit growth was steady. Rising funding costs are expected to impact margins. Potential RBI guidelines might affect earnings, with larger banks likely to manage the liquidity situation more effectively.
Capex stocks face valuation hurdle despite growth potential: Manish Sonthalia
Manish Sonthalia of Emkay Investment Managers highlights the impact of macroeconomic changes on India’s market, particularly regarding de-dollarisation and fiscal policies. He notes the benefits
March 17, 2025