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Selectivity key as banks, infra, and manufacturing face mixed signals: Mayuresh Joshi
The Economic Times· 2025-12-03 13:00
When asked about the ongoing debate around "So, it is a mix and blend of both. So, within the large private names, He elaborated on the banking thesis, noting that banks with minimal CASA deterioration in the recent quarter are likely to benefit incrementally in the upcoming periods. Joshi also emphasized the importance of the advanced deposit mix and monitoring the growth of unsecured lending, as rapid expansion could increase risks related to slippages and SMA-1/SMA-2 accounts."Provisioning still remains ...