More headwinds? Recession before rebound main theme for CY23: Trideep Bhattacharya

“Banks, from a slightly longer-term perspective, are in a bit of a sweet spot. When I say banks, I mean, lending financials. The reason I say so is if you look at where they stand today relative to where they come from over the last three-four years, you will notice that they have gone through a large NPA cycle which is now reversing. ”

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