As India enters the Samvat 2082, investors are cautiously optimistic about the markets after a challenging period. In CNBC-TV18's Diwali special - NSE Market Café, leading fund managers discussed sectoral trends, emerging opportunities, and long-term investment strategies.

Anish Tawakley, Co-CIO Equity at ICICI Prudential Mutual Fund, which manages assets worth nearly $120 billion, highlighted the potential in private banks.

“While volumes will clearly pick up, which means more lending. I wouldn’t be too optimistic on the net interest margins, because the banks have a lot of capital, and they will compete aggressively for this,” he said.

He noted that credit growth is likely to rise as companies become more realistic about equity markets, but warned against risks in the unsecured lendin

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