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What's Fueling FIIs Appetite? | Saurabh Mukherjea Of Marcellus Investment Managers To ET NOW

High-quality lenders to power through the crisis. Expect a revival in the lending cycle in the country. A sustained recovery in consumption crucial for revival. The auto sector will do well. Demand in the automobiles sector strong. Huge demand for API plays on the RM side. Wholesale finances & low cost of funding to support NBFCs. Seeing a broad-based recovery in consumption. Believe that the consumption recovery will sustain. Expect consumption recovery to not fizzle out. Expect consolidation in banking space in the post-COVID world. This point, RBI cannot lose sleep over inflation. Watch the full interview with Saurabh Mukherjea, Marcellus Investment Managers on The Market.

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3 декабря 2020 г. 12:13:54
00:25:18
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