Raamdeo Agrawal

PSU Banks Attractive, Domestic Demand Key; Earnings, Not Valuations, Will Bring FIIs Back: Raamdeo Agrawal

Veteran investor and Motilal Oswal Financial Services chairman Raamdeo Agrawal has underlined the growing attractiveness of public sector banks (PSU banks), emphasizing that strong domestic demand and robust earnings will be the real drivers of foreign institutional investor (FII) inflows into India. Speaking on the current market dynamics, Agrawal noted that valuations alone will not…

Read More
PSU Banks

PSU Banks, Defence Or IT? What JPMorgan’s Rajiv Batra Is Betting On

India’s equity markets are buzzing with sectoral shifts, and Rajiv Batra, Head of Asia and Co-Head of Global Emerging Markets Equity Strategy at JPMorgan, has outlined his investment preferences. According to Batra, PSU banks stand out as his strongest conviction bet, while defence and new-age sectors show promising early themes. On the other hand, while…

Read More