A lot of opportunity in top private sector banks: Sampath Reddy, Bajaj Allianz Life Insurance
"Among all other sectors, probably the banks are somewhat valuations-wise close to their historical mean, whereas most other sectors if you look are substantially higher than the historical mean."
Portfolio quality, high attrition areas of concern: Samit Ghosh, Ujjivan SFB"There has been a high level of attrition among a lot of our people who are business leaders over the last six months to a year in Ujjivan. We were very concerned about that because these people are the ones who built Ujjivan."
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