IT no longer a contra bet; there’s a good runway for power financing cos: Daljeet Singh Kohli
"In the On pure fundamentals, look for power generation and transmission companies. Power financiers are beneficiaries of the rising rate cycle. As we expect that RBI to probably start cutting down the rates or maintaining the status quo, in that scenario also, the power financiers will benefit. So, yes, there is a good runway for power financing companies. "
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