Daily Voice | Banks offer decent risk-reward, valued at mid-cycle valuations despite accelerating earnings, says Rahul Singh of Tata MF

India is positioned at a very different point in the cycle with both bank and corporate balance sheets being much stronger than developed markets and rest of EMs (emerging markets).

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-banks-offer-decent-risk-reward-valued-at-mid-cycle-valuations-despite-accelerating-earnings-says-rahul-singhtata-mf_16971611.html