Pankaj Murarka on why he is betting on Paytm and Zomato
“The industrial credit growth in India that we have seen this year over the last one year and year to date is the highest that we have seen in the last 10 years. That effectively means we are seeing some revival of investment activity on the private sector side and which bodes very well for banks overall and we have seen some strong performance from banking stocks over the last month or so.”