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