Market analyst Sandip Sabharwal sees potential in IDFC First Bank after a 35% drop, citing strong asset quality. He’s also keeping an eye on SBI’s results, particularly its asset quality and CASA ratio, given its aggressive unsecured lending. While cautious about PSU banks, Sabharwal acknowledges their recent performance and suggests SBI’s results could influence the sector.
Consumer sector a safe haven amid market volatility: Ashi Anand
Ashi Anand of IME Capital suggests consumer durables are a safe haven amid global uncertainties and banking pressures. Falling interest rates are freeing up household