Siddhartha Khemka, Head of Research, Wealth Management, Motilal Oswal Financial Services sees a cyclical recovery underway in NBFCs, with earnings upgrades and re-rating potential. He also picks Adani Enterprises with a ₹3,880 target. Why is he bullish on these themes? Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
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NBFCs set for earnings upgrade and re-rating cycle: Siddhartha Khemka
