FII flows: Bond inclusion positive for banks; return of FII flows to benefit private banks: Pranav Gundlapalle, Sanford C Bernstein

FII flows: Bond inclusion positive for banks; return of FII flows to benefit private banks: Pranav Gundlapalle, Sanford C Bernstein

Pranav Gundlapalle, Senior Research Analyst, Sanford C Bernstein, says expects private sector banks to outperform the public sector banks from now onwards, both in terms of the EPS growth numbers or even the fundamental metrics. What has not helped them from a stock price perspective has been the foreign outflows. So, with FII inflows potentially … Read more

paytm: Why Pranav Gundlapalle finds Paytm’s current valuation attractive

paytm: Why Pranav Gundlapalle finds Paytm’s current valuation attractive

“I do not see a big market share attrition either, just given that the way the market is structured and therefore, I find this to be attractive valuation,” says Pranav Gundlapalle, Sr Research Analyst, Sanford C Bernstein. Let me first actually quote a line that has come in in your particular note where you have … Read more