Rajesh Bhatia, CIO of ITI MF, addressed the future growth and current valuations in sectors like defence, railways, domestic pharma, and electric vehicles. He cautioned about the high beta and cyclical nature of capital market plays. Bhatia also noted the ongoing structural shifts and challenges within these sectors, urging a careful approach to investments.
Bank deposit rates to stay firm in Q4 as loan demand peaks
Bank deposit rates are expected to remain steady. Lenders need funds for increasing loan demands. The recent CRR cut offers some relief but the busy