Kotak Mahindra Bank 2024: Empowering Growth or Facing Challenges Kotak Mahindra Bank have a strong preference

Kotak Mahindra Bank focuses on industries positioned for growth in the resilient economy, avoiding sectors heavily dependent on consumer spending.

One reason for investors’ apparent resilience amidst uncertainty could be their focus on positive indicators.

Even in the absence of significant negative news, these segments witnessed considerable declines, contrasting with the relative stability of broader indices.

factors such as central banks injecting liquidity into the economy and expectations of government interventions provide support to the market sentiment.

Given the prevailing market dynamics, a tilt towards large-cap stocks is recommended within portfolio allocation.

Kotak Mahindra Bank anticipate subdued earnings growth in the IT services sector due to weak volume momentum

While banking and financial services sectors may witness earnings growth in line with the market average

The current earnings season is expected to be relatively lackluster in terms of surprises or disappointments compared to previous quarters.

Despite the rebound from the March shake-off, mid and small caps are still trading at premiums compared to their historical averages.