Nilesh Shah of Kotak AMC discusses the potential effects of RBI’s liquidity coverage ratio guidelines on banks’ profitability and the challenges posed by deposit competition. He also examines government and private sector capex trends, noting possible shortfalls in state investments. Additionally, Shah provides insights into the power sector, predicting shortages and investment opportunities.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Investors are closely watching sectors like banking, manufacturing, auto distribution, and aviation after a recent rate cut. Analysts see temporary margin pressure for banks and