“We remain quite positive on the BFSI space. We think this is a space where the forgotten, the less loved banks are going to give a significant upside in terms of multiple expansion. But the well researched larger banks are going to give compounding returns over the next two to three years. So overall, this is a good space to be in. Next year, NBFCs will also join the party.”Expect this Budget to be about fiscal prudence much more than policy issues: Anshul Saigal
“We remain quite positive on the BFSI space. We think this is a space where the forgotten, the less loved banks are going to give a significant upside in terms of multiple expansion. But the well researched larger banks are going to give compounding returns over the next two to three years. So overall, this is a good space to be in. Next year, NBFCs will also join the party.”