Should you go for bank and FMCG stocks now? Mahantesh Sabarad answers
Mahantesh Sabarad believes that larger private sector banks will not require additional capital henceforth for growth, compared to smaller private banks and some PSU banks. He identifies the top three to four banks on the private side as being able to tap into the growth opportunity ahead. Sabarad also sees a favourable trade-off between business expansion and NIM contraction, with credit expanding in double digits.
