“Last two quarters, agri loans were a bit of a problem, so we need to wait for the management to tell us how the agri loans are really performing,” says Aditya Shah, JST Investments. Your first take on the numbers, the NII as well as profitability is a smidge below the sweet estimates, but the … Read more
“As I see it, the entire Adani Group has undergone a massive controversy. There are some good assets as well such as ACC or Ambuja or Adani Ports but now the group is embroiled in a major controversy so it will mean that the stock will continue to remain extremely volatile,” says Aditya Shah, CIO, … Read more
“Of course India’s growth will also slowdown as the world slows down, however, it will be the only economy which will grow above 6%,” says Aditya Shah, JST Investments. Edited excerpts: Is the balance between controlling inflation and growth tilting in favour of controlling rising prices? If so do you think it is detrimental or … Read more