Vikas Gupta of OmniScience Capital is overweight on the whole banking sector including PSU, large private banks and mid-cap private banks.
ccording to Vikas Gupta, the CEO and Chief Investment Strategist at OmniScience Capital, the PSU banks have the highest alpha-generation potential over the mid-term.
In fact, his favourite remains the banking sector, with the cleanest balance sheets in decades, finding double digit asset and revenue growth and available at significant discounts to their intrinsic values.