“Banks continue to show strength in terms of numbers. We saw ICICI Bank that came out with a very good set of numbers. It should get further rerated. A bank to clock, you know, 2.2-2.3% ROA consistently with great asset quality metrics, with very impressive growth both on NIMs as well as on the liability side as well as shaping the book coming from 60% exposure to corporate loan side five years back now to almost two third book being retail.”
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