Sudip Bandyopadhyay is positive about the BFSI sector, particularly mid-sized banks and NBFCs. He notes that the Catholic Syrian Bank is exciting, while City Union Bank is fundamentally strong despite negative news flow, and Federal Bank is an excellent, stable bank. Bandyopadhyay recommends that long-term investors need not worry about Adani Group companies as they have strong assets, though investors should watch valuations.
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