scorecardresearchThis year will be a year of bottom-up stock picking, says Shibani Sircar Kurian of Kotak Mahindra AMC

This year will be a year of bottom-up stock picking, says Shibani Sircar Kurian of Kotak Mahindra AMC

Updated: 23 Jul 2022, 09:59 AM IST
TL;DR.
  • Shibani Sircar Kurian of Kotak Mahindra AMC believes in the second half of the year, the focus would shift from inflation to growth. While India may not decouple from a global recession, a substantial moderation in commodity prices will help domestic macro on an overall basis.
Shibani Sircar Kurian of Kotak Mahindra AMC is positive about banks in the current environment especially the larger private sector banks and select large PSU banks.

Shibani Sircar Kurian of Kotak Mahindra AMC is positive about banks in the current environment especially the larger private sector banks and select large PSU banks.