What will be the big trade in the run-up to the Budget? Here’s what Rahul Shah has to say

Rahul Shah says that HDFC Bank has not performed well for the last so many months and we all know that there is speculation on MSCI weightage and all. If it happens, then my gut feeling is that HDFC will outperform. But if it does not happen, then SBI will definitely outperform the HDFC.