Manish Gunwani of ICICI Pru AMC said that the banks that have higher infrastructure exposure and which have expertise in lending to infrastructure would benefit more.
Moneycontrol Boarders Shantanu Prakash and Azeem posted questions on the moneycontrol messageboard. Shantanu Prakash wanted to know which banks would be the biggest beneficiaries of the new infrastructure lending norms and Azeem asked if it is a good idea to bet on metal stocks at the moment.
Talking about banks, Manish Gunwani of ICICI Pru AMC said that the banks that have higher infrastructure exposure and which have expertise in lending to infrastructure would benefit more. There is a set of banks which are retail banks and a set of banks which have exposure to corporate lending and infrastructure. So from this change obviously the latter would benefit more.
While answering Azeem's query, Gunwani said, "China is always a big factor for metals but we think there are some select metal stocks, which also have exposure to the domestic economy. So as long as metal prices don't change a lot, some of these metal stocks can do well, also getting a tailwind from the Indian economy. So we will definitely look at that space".
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