Public sector banks are rallying, sparking debate on their valuations compared to private lenders. Rahul Arora sees opportunities, especially in SBI and Bank of Baroda. He notes a significant valuation gap remains, suggesting further upside potential for PSU banks. Private banks face growth limitations due to large balance sheets. Global fund flows could favor banks if capital returns to India.
Microfinance recovery, auto loan growth support AU Small Finance outlook: Parag Thakkar
Investors are now prioritizing profitability and competitive advantages in India’s digital sector, moving beyond just tech-enabled listings. Parag Thakkar highlights Lenskart for its profitability and