ETMarkets Smart Talk: Watch inflation as growth a secondary variable for India in Samvat 2079: Harendra Kumar
“Earnings recovery for PSU banks will be sharper as the NPA provisioning numbers were still elevated as compared to put banks. Automobiles, have some more runway before the question of ‘margin of safety gets probed. Capital goods, defence, and infrastructure are all good ancillary additions to the portfolio, with a strong order book and comfortable valuation.”
