Can we expect a big recovery in largecap private banks soon? Nilesh Shah answers

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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.

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