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Kotak Mahindra AMC's Abhishek Bisen explains the RBI's liquidity management strategy. Month-end spending could push overnight rates below the central bank's comfort zone. The RBI is using VRRR to fine-tune liquidity, aiming to keep overnight rates between 5.25% and 5.5%, avoiding a situation that would negate previous rate cuts.
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Railways and defence sectors show promising growth. Titagarh anticipates over 35% revenue growth with confirmed orders. Banking sector is performing well due to RBI's actions and reasonable valuations. UltraTech and ACC may gain pricing power in the cement industry. Defence companies like Bharat Electronics and Data Patterns have good order books. These sectors present investment opportunities.
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Companies that act as "middlemen" between patients and doctors are not regulated by the fertility watchdog.
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