Saurabh Mukherjea Of Ambit Capital
👍 Do not think RBI has reason to worry with rupee being near 65-mark against the dollar.
👍 Expect 10-year yield to harden further if GST revenue number disappoints.
👍 Consumption driven recovery in GDP is underway in India.
👍 Both RBI and the Centre are clueless about how to resurrect the banking system.
👍 Inflation coming through strongly will likely help double digit growth in earnings recovery.
👍 NBFCs and HFCs suffer from higher inflation and higher rates.
👍 Happy to pay steep price to equity multiple for companies with retrun on equity greater than cost of capital.
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