Chakri Lokapriya on 7 bank and real estate stocks that will benefit from rate hike - Economic Times

“Among banks, SBI, HDFC Bank, ICICI Bank as well as Axis Bank are the primary beneficiaries. In real estate stocks, there will be some amount of continued momentum in select names like Sobha Developers, Phoenix and even DLF, which is extremely well positioned…

The high levels of debt that the telecom companies have but more importantly, the 5G and the new 5G spectrum regulations allow some of the service players to get into this space which kind of erodes … [+5895 chars]

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