Sanjiv Bhasin discusses Kotak Bank s resilience, Bajaj Finance s challenges, and the impact of competition on their performance. Future guidance and return on equity will be crucial indicators to watch in the evolving market dynamics. Bhasin says: "RBI move overall, may not have a major impact on the earnings or the long-term visibility."
Morgan Stanley sees a significant opportunity for bottom-up stock picking, by owning businesses with strong balance sheets, robust growth and improving profitability. MS also discussed the broad areas where it sees investment opportunities.
"If you want to participate in the markets aggressively, you just have to stay invested in the Tata companies. There will be phases where it might not do as well, so be it. I mean, you cannot play this market 2020 on a daily basis but as a long-term investor, Tata Group is clearly the best proxy to play the India story.”