Helios Capital Cuts HDFC Bank Exposure, Bets On Kotak Mahindra Bank And RBL Bank

A closer look at the portfolio shift from HDFC Bank toward Kotak Mahindra Bank and RBL Bank, and why FCNRB deposits caught the investor’s attention. The discussion also covers growing confidence in ICICI Bank and what strong second-quarter bank earnings could signal for India’s banking sector.