Banking, Auto Or I.T: Where To Invest? | Citi Think Thank On The Talking Point With Niraj Shah

In this episode of Talking Point with Neeraj Shah, Citi’s top analysts, including Surendra Goyal (Head of India Research), Kunal Shah (Director of India Banks and Financials), Saurabh Handa (Director of India Oil & Gas and Telecom), and Arvind Sharma (Director of India Autos & Transportation), discuss key insights on India's Q1 performance across sectors like Banking, Auto, IT, Oil & Gas, and Transportation. Surendra Goyal highlights that, excluding oil marketing companies, EBITDA has exceeded expectations, though earnings revisions have flattened with no significant upgrades or downgrades. Additionally, Kunal Shah analyzes the current state of credit growth in India, focusing on corporate and retail lending, while Saurabh Handa explains the impact of higher oil prices and weak refining margins on the oil and gas sector this quarter. Don't miss this comprehensive discussion on where to invest in India’s evolving market landscape.
#stockmarket #banking #autoindustry
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