“Deepak Shenoy is bullish on Public Sector Banks (PSU banks), anticipating a significant rerating from current 1x book value to 1.5x book. This rerating is driven by strong earnings growth (12-20% annually), the unprecedented opportunity to monetize real estate holdings through REITs to unlock Tier I capital, and the reduction in government ownership below 75%. He views current valuations as attractive entry points for the coming period.”

Deepak Shenoy’s track record: 5 graded calls · 95% CI 4–62%