“Karki is bullish on financials, including banks and financial services stocks, seeing them as one of the cleanest risk-reward setups in the large-cap market. He notes the NPA cycle is bottoming out, NIM compression is largely behind, credit growth is robust at 12-14%, and valuations remain attractive, well below cycle peaks.”

Vinod Karki’s track record: 3 graded calls · 95% CI 0–56%