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Bhavin Shah discusses challenges in PSU banks due to strong growth pricing. Market verdict post-elections is uncertain. Focus on policy action and fundamentals driving market growth. Individual banks and tactical trade decisions are crucial. Profits, sectors, and bottom-up opportunities are key considerations. PSU basket, capital expenditure, and railways are under scrutiny.
Bhavin Shah of Sameeksha Capital discusses the economy's support for small and midcap stocks, opportunities in large, mid, smallcaps, manufacturing, chemical sector recovery, and investments in financial and digital consumption themes.
“We have exposure to regional banks in the South. There are banks which are going through some transformation, better management and that is showing in numbers. They do not have to do anything incredibly different rather than just stay focused on what they have done so far and continue that journey.”
Among top 10 names, only one fund, Green Lantern’s Growth Fund, has asset under management (AUM) of less than Rs 500 crore. Rest are relatively more established
“NBFCs that cater to the second, third, fourth tier cities and to underbanked areas or where people relied on the unorganised sectors for financing, definitely have a huge potential. It is a matter of time before these NCBFs basically start building their network and taking advantage of that growth potential.”