Banks’ Q1 profits face headwinds: Emkay Global predicts a sluggish 4% growth in pre-provisioning operating profits for the June quarter. This slowdown, affecting private lenders most, is attributed to shrinking margins and rising operational costs.
Fund Manager Talk | Valuations reasonable across market, buying banks and consumer discretionary stocks: Anthony Heredia
The catalysts as well as potential drivers for the re-rating will be assessed and evaluated relative to current price, which makes it easier to implement
February 12, 2025