Daily Voice| Stage is set for a gradual fiscal consolidation, says Rupen Rajguru of Julius Baer

The health of the Indian financial sector is now much better than even pre-Covid, as the banks are now well capitalised and have more than adequate Covid related provisions in their books, which we believe will pave the way for a new capex cycle.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice|-stage-is-set-forgradual-fiscal-consolidation-says-rupen-rajgurujulius-baer_15619661.html