ITC demerger a sell-on-news in short term; more catalysts in future: Andrew Holland
Andrew Holland says that Kotak Mahindra Bank’s cost of deposits creates concern regarding interest margins and the bank’s future post-Uday Kotak. He suggests focus lies on auto component stocks rather than two-wheelers for the sector’s future growth and explains he is unsure of which electric vehicle (EV) manufacturer will be the strongest in India’s open playing field.
