In this weekly podcast with Santosh Nair, he talks about
Why banks may have another 6 to 8 good quarters ahead of them
Why ICICI Bank may overtake HDFC Bank in terms of valuation
Why the expiry of the lock-in period for pre-IPO investors in stocks like Nykaa, Paytm, Policy Bazaar and Delhivery may throw up some interesting opportunities
Why the best of Tata Chemicals may be behind for the time being
Views on SBI Card & Payment Services, Tata Elxsi
Why defence stocks still have steam left in them?
Is value investing going out of fashion?
Key things to keep an eye out for next week
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