NIFTY  9,604.90  0.10%
  SENSEX  31,109.30  0.26%
 CURRENCY  Rs  64.45/$ 72.07/€, 82.52/£
  GOLD  28,919.00  0.11%
  SILVER  40,360.00  0.67%
  DAX  12,629.00  0.21%
  FTSE  7,547.63  0.40%
  CAC  5,332.47  -0.07%
  HANG SENG  25,701.60  0.24%
  NIKKEI  19,682.60  -0.02%
  Shanghai Composite  3,110.06  0.04%
  DOW JONES  21,080.30  -0.01%
  NASDAQ  6,210.19  0.08%
  S&P 500  2,415.82  0.03%
EARNINGS REPORT - Jagran Prakashan To Pay Dividend Of Rs 3/Share EARNINGS REPORT - Jagran Prakashan Q4 Net Sales At Rs 455 Cr Vs Rs 425 Cr, Up 7% YoY

Fear Of NPL Risks Overdone: Aditya Narain

Video:

Play this video

September 16: Aditya Narain, MD & India Equity Strategist at Citi, explains major changes in the investment portfolio. “We went overweight on IT largely because of their business certainty. On the other hand, we have cut financials to neutral from overweight due to the uncertainty,” he says, but adds that banking may gain on interest rates and expectations in financials. The NPL cycle is an extended one and the market is overly concerned about NPL risks, he adds.