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.
Lost hope in SME stocks? These 6 names surged up to 200% in just three months of 2025
In 2025, the SME market in India has been muted, where subscriptions have dried up, and the returns have also not been that great. High