Private sector banks are the best contrarian bet for the next 3 years, says S Naren

Дата публикации: 08-06-2026 12:04:52

ICICI Prudential AMC CIO S Naren warned that rising leverage through derivatives and margin trading poses a bigger risk than any slowdown in mutual fund inflows. He sees private sector banks as attractive contrarian bets and remains optimistic on India's debt market amid improving fundamentals.

Схожие новости

#	Наименование новости	Тональность	Информативность	Дата публикации
1	Top corporate bonds, long gilts can be a good play as RBI holds rates	0	7	08-06-2026
2	Defence valuations 'obnoxious'; private banks look strong: Sandip Sabharwal's full market playbook	0	0	23-06-2026
3	NFO Alert: ICICI Prudential Mutual Fund launches Nifty Smallcap 250 ETF	0	7	11-06-2026
4	IT rebound may lack legs, outlook remains cautious: Sunil Singhania	-2	6	16-06-2026
5	ET Alpha Wealth Summit: Markets are best played by optimists, says Samir Arora on India's investment outlook	7	7	04-06-2026
6	ВЭБ планирует привлекать банки к кредитованию крупных проектов и принимать на себя риски	0	0	24-09-2018
7	HDFC and Nippon Life India AMC shares rally upto 6% after FM Sitharaman hints at more foreign capital measures	5	7	15-06-2026
8	A unique fund with a contra bet on Indian IT and global tech exposure: Radhika Gupta on Edelweiss Technology Fund	5	7	24-06-2026
9	Muted returns on market bets steer funds back to banks	0	7	08-06-2026
10	ЦБ прогнозирует незначительное снижение доли нерезидентов в ОФЗ	0	0	31-01-2019

Классификация: Экономика. Схожих патентов: 0. Схожих новостей: 10. Тональность: 2. Информативность: 6. Источник: economictimes.indiatimes.com.