Dalal Street prepares for counting day: Take a look at the biggest market calls for June 4 moneycontrol.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneycontrol.com Daily Mail and Mail on Sunday newspapers.
Veteran investors including Ramesh Damani, Hiren Ved, Atul Suri, Nilesh Shah and Sridhar Sivaram, after casting their votes, shared their expectations and the sectors poised for continued growth
I do not think there is a debate on the credit quality of banks in general. Provision numbers are very good. Bank balance sheets looks good. And for whatever reason the credit cost has been very moderate even on the retail side.
So, what will happen is the entire ecosystem will benefit. One will have to investigate which one does well. But I think if we are going to add so much capacity, it takes me back to 2003 to 2007 period, when this entire ecosystem did very well.