14 Jul 2025, 01:41 PM IST i


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Vikas Khemani, founder of Carnelian Asset Management & Advisors, told NDTV Profit that RBI's liquidity infusion will reflect positively on earnings in the next couple of quarters. Liquidity has a direct impact on banks and NBFC, so Khemani has been overweight on the sector for the last 6-8 months ever since the RBI Governor started cutting interest rates.