But if you are looking at relative outperformance versus public sector banks, I think public sector bank has potential to outperform. Talking to ET Now's Nikunj Dalmia, Sandeep Tandon, MD & CEO, Quant Capital, says it is not liquidity or fundamentals but fear that is driving the markets . I have doubts private sector banks will deliver getting 15% return. Similarly, underownership exists even in the public sector banks. The agri is the next boom which is unfolding globally.I think it is a fear which is driving the market.

Source: Economic Times June 11, 2016 07:41 UTC