Hemang Jani of Motilal Oswal Financial Services believes that the RBI panel recommendations are a big positive for the smaller banks.
He added that to comply with the regulations, the smaller banks will have to sell off certain entities that are there and that will bring in an element of value unlocking and re-rating for these banks.
He further added that Equitas, Ujjivan, IDFC First Bank are the ones where investors should look at because of these recommendations.
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