Why Motilal Oswal AMC is doubling down on big banks as margins improve

Motilal Oswal Asset Management Company is taking a decisive overweight in large private banks and is betting on improving net interest margins, lower credit costs and robust credit growth. Executive Director and CBO Akhil Chaturvedi believes that after years of underperformance, the industry is poised to outperform as balance sheets strengthen and earnings momentum increases. […]