Sandip Agarwal notes the Indian investor’s increasing maturity, moving beyond panic selling to strategic buying after initial market dips. He suggests PSU banks, like SBI, may outperform private sector banks due to their deposit franchise amidst NIM compression from rate cuts. Investors are keenly awaiting SBI’s results and future strategies for deploying raised funds.
HEG demerger: What 1:1 restructuring mean for shareholders as company fixes record date?
On September 7, HEG will finalise its demerger, providing shareholders one share in the new entity for each existing share they hold. The graphite electrodes