Kotak Alternate Asset’s Jitendra Gohil anticipates heightened competition across Indian sectors due to government initiatives and reduced business costs, potentially pressuring earnings despite strong macro fundamentals. He advises investors to be selective, focusing on companies with strong management and the ability to acquire and turn around businesses. FIIs are hesitant due to high valuations, awaiting a correction before returning.
Will RBI rate hikes intensify selloff in bank stocks? Analysts explain why fears may be overdone
Bank shares have endured steep declines as investors brace for imminent interest rate hikes from the RBI. Some analysts suggest that the recent selloff may
September 30, 2026