Next 6-8 months, should you go long private banks and take some profits off for NBFCs? Shreyash Devalkar explains
Shreyash Devalkar discusses lending entities, stable macros, RBI's GDP target, market dynamics during elections, valuation, attractive segments, and the performance of largecaps, midcaps, and smallcaps, including the impact of PSU entities on asset allocation and returns. Devalkar says: "On a six-month basis. already the large versus mid versus small the differential is 2% to 3%. Normally it is 15% to 18%."
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