Key Points
Andrew Holland says that Kotak Mahindra Bank's cost of deposits creates concern regarding interest margins and the bank's future post-Uday Kotak..
He suggests focus lies on auto component stocks rather than two-wheelers for the sector's future growth and explains he is unsure of which electric vehicle (EV) manufacturer will be the strongest in India's open playing field.ETMarkets.com..
Andrew Holland, CEO, Avendus Capital Public Markets Alternate Strategies LLP, says that in the case of Kotak Mahindra Bank, there is still a bit of nervousness over the cost of deposits and how that is going to affect interest margins going forward..
I am sure there will be more catalysts in the future but one of the big catalysts for both these stocks in the very short term has probably played through the market prices in the run-up to these announcements...
From the analyst reports that I have seen and from the commentary from the results conference call, I think there is still a bit of nervousness over the cost of deposits and how that is going to affect interest margins going forward..
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