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Axis Bank | HDFC Life: HDFC Bank, Axis Bank and HDFC Life top picks for next 12-18 months: Avneesh Sukhija

What is your view on the second wave restrictions and lockdown impact on asset quality of lenders across the country?
From a sector perspective, we are quite bullish long-term. The banks’ balance sheets are probably in the best shape in the last two or three years; there’s no pressure on the margins. From 12-18-months’ perspective, it seems credit offtake will reach mid teens. For a long term structural story of India, premiumisation and penetration are the two themes and we believe financials is the best way to play it.
Having said that, in the near term with respect to the second wave, if we try to quantify on loan growth, we are probably looking at one quarter credit offtake going away with minimal impact on margins. From an asset quality perspective, even if things worsen, we expect the RBI and the central government to introduce measures this year like they had done last year. We do not really expect the bottom line to be a hit. In terms of earnings, purely bas ....

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budget 2021: Budget to be a huge trigger for infrastructure theme: Sunil Subramaniam

Explore Now
A multicap approach between safety and risk, between large cap and mid and smallcap is the best way to go, says
Sunil Subramaniam, Managing Director & Chief Executive Officer,
Sundaram Mutual.
Last year you were very gung-ho on the infrastructure sector. Are you still continuing to bet on this theme?
Absolutely. For me, infra is a three-component play. There is government driven infrastructure, there is FDI foreign infrastructure investment and then there is domestic capex on expansion. Budget will be a huge trigger for infrastructure, the reason being that whatever money the government is going to be able to spend this year, it will be infra. It is a constraint because of growth but the rating agencies I believe are going to cast a kinder eye towards India this year and so the finance minister will have a little more levy. ....

South Africa , Sunil Subramaniam , Bank Or Kotak Mahindra , Asian Paints , Kotak Mahindra Bank , Budget 2021 , Bajaj Finance , Sundaram Mutual Fund , Et Now , Stock Market , சுனில் சுப்ரமணியம் , வங்கி அல்லது கோட்டக் மஹிந்திரா , ஆசிய வண்ணப்பூச்சுகள் , கோட்டக் மஹிந்திரா வங்கி , பஜாஜ் நிதி , சுந்தரம் பரஸ்பர நிதி , மற்றும் பலர் இப்போது , ஸ்டாக் சந்தை ,