Nilesh Shah from Envision Capital is positive on financial stocks. He sees financialization as a multi-decadal opportunity in India. Smaller banks and specialized credit plays are expected to perform well. Online investment platforms and insurance distributors show strong growth. Shah suggests a portfolio approach within the financial space. He continues to hold Angel One, noting its reasonable valuation.
Market fairly valued, all eyes on credit uptick and demand revival: Alok Ranjan
Alok Ranjan of ITI Mutual Fund shares his market outlook. He anticipates the consumer sector to perform well. Banking and financial services are also areas