Bullish on financials and low-ticket consumption house, says Samir Arora of Helios Capital

Typically, we’re bullish on financials and likewise for the following yr. Previously, private-sector financials have carried out by not solely doing effectively on their very own but in addition taking market share from state-owned banks. The banking sector is well-capitalised, general credit score progress is excessive at round 18 per cent as of late, and … Read more

Home cyclical sectors in India will proceed to carry out higher: Sunil Koul of Goldman Sachs

Given India’s macro-economic resilience in opposition to a difficult international backdrop, home cyclical sectors in India will proceed to carry out higher. Financial institution outperformance may proceed on the again of robust earnings progress, pushed by high-teen mortgage progress and steady margins subsequent 12 months. Whereas the price of funds for banks is prone to … Read more