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.
Under 30? Which pockets of small and midcaps should you be hunting?
Nilesh Shah from Envision Capital suggests that young India offers significant investment opportunities, particularly in digital platforms, premium consumer goods, nutraceuticals, and infrastructure. He advises