The easy gains in the banking sector are considered over due to a global decline in leverage-based economies. The next decade's thesis will focus on manufacturing and infrastructure instead.
"the easy phase of banking is over because leverage economy as a concept globally is declining and the relevance and banking is a byproduct of liage economy as a concept that's the reason we are relatively more cautious and hence we feel that it boom which we have seen or the banking returns which we have seen the next decade thesis is all about manufacturing and infra"
