Dalton Capital’s Market Views
  • WebDesk BTVI
  • Jun 10 2019

U R Bhat, MD, Dalton Capital Advisors, says NDA Government has set the stage for dramatic reforms, feels PSU banks need further reforms to create sectoral growth, thinks investors should look at banks with higher provision coverage ratio and reasonable capital. The expert talks about the shadow of IL&FS on NBFCs, the liquidity crisis, if NBFCs need a business revamp, slowdown hitting consumption, auto sectors, and if rate cuts are enough to revive growth.