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Techs Poised To Extended Rally | Krishna Kumar Karwa, Emkay Global Financial Services | The Market
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A lot of opportunities in the whole public sector space. Divestment to unlock value in public sector manufacturing units, banks. PSBs have cleaned up their act, with respect to asset quality. Value unlocking will take place in the public sector. Capex cycle to support small & midsize companies. Valuations attractive across several PSUs. BPCL divestment will lead to further re-rating. Delay in BPCL divestment to not hurt valuations of other PSUs. Flood of IPOs hitting the markets in the next few months worrisome. Cautious about the flood of IPOs hitting the market. Watch the full interview with Krishna Kumar Karwa, MD, Emkay Global Financial Services Limited on The Market!
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