State Bank of India is performing exceptionally well, trading at a five-year high. Market expert Mayuresh Joshi sees opportunities in jewellery, real estate, and small finance banks. Kalyan Jewellers is beating expectations. Real estate recovery is underway. Small finance banks offer value. Consumption growth is broad-based, with a focus on tier II and tier III cities.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets