Overall, in the banking sector, there could be a trading play as liquidity may improve post RBI policies in 2025, maybe interest rate cut.
The last two quarters have been pretty suboptimal in the sense the earnings were below 10%, I think so this quarter will be no different
Rana Gupta from Manulife Investment Management sees opportunities in the financial sector despite mid-cycle challenges. He is cautious about industrial capex driven stocks, considering them
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