Thumping majority for Modi will see mother of all bull markets in India for next five years: Vishal Kampani
“Largecaps are fairly valued and maybe even in some cases, undervalued. If one has to buy, two of the best players are HDFC Bank and ICICI Bank. These two banks will probably compound earnings at 15% easily over the next five years and they are lending all of their loans. Their yield on their loans is in single digits.”
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