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Expect some consolidation over the first quarter of 2024: Karthik Kumar
Karthik Kumar says: “My fund has a good mix of PSU banks, private banks, and even non-banking players as well. PSU banks have had a good rally for the year so far. So, to that extent, the valuation differential has narrowed and now it comes down to selecting stocks on a case-by-case basis rather than looking at it as a group, as a whole.”