“Bullish on banks for a two-year cycle of rising interest rates, which will significantly expand net interest margins as lending rates increase faster than deposit costs. He recommends a concentrated portfolio with 50% in gold loan companies, 30% in PE-backed private banks, and 20% in public sector banks, while avoiding large-cap banks. This outlook is driven by massive government borrowing pushing up bond yields.”

Ajay Srivastava’s track record: 3 graded calls · 95% CI 6–79%