Time to load up on quality bank, insurance, NBFC stocks: Saurabh Mukherjea
ET Alpha Wealth Summit | Saurabh Mukherjea, Founder & CIO, Marcellus, believes the market is at an inflection point where quality financials are attractively valued. As enthusiasm for PSU banks fades, he sees opportunities in leading private banks, insurers, NBFCs and asset managers with strong management, technology advantages and proven execution, especially at the start of a potential rate-hike cycle.