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AK Tewari discusses the importance of adapting LCR monitoring to digital times to prevent rapid bank runs due to the instant withdrawal capability, emphasizing the critical role of deposit gathering in the banking sector amid ongoing transformations. Tiwari also says: "For all banks, especially the deposit gathering and focus will be the key thing for the next several quarters."
Pankaj Pandey provides insights on market trends, including Nifty expectations, IT sector performance, rural growth patterns for different industries, and the preference for capex-oriented sectors over consumption sectors. Pandey further says: "I feel that 23,400 in the near term plus or 25,000 towards the year end is very much on the cards. "
Sanjiv Bhasin highlights HDFC Bank as a contrarian bet while top midcap picks are UPL, Persistent Systems and Dhanlaxmi Bank. Bhasin advocates buying real estate stocks like DLF and Godrej on dips and Indiabulls Real Estate. He further mentions gold rally, tech stocks, and pharma bets like Sun Pharma, Dr Reddy's, Lupin.
Devang Mehta of Spark Private Wealth discusses market corrections, bullish sentiment, and the potential for a pre-election rally. He emphasizes the positive FII flows, appetite for equities, and the outlook for IT and pharma companies. Mehta further says that the corrective phase where people were scared that this is the end of the rally and probably there will be a lot more bear market type behaviour in mid and smallcaps – is not the case now.
Pramod Amthe discusses market recovery exceeding expectations, emerging opportunities in mid and smallcap stocks. He says one should have a cautious approach towards real estate, a selective view on energy and metals sectors. The emphasis should be on specific stock picks due to the favorable risk-reward ratios that they offer.