Within PSUs, SBI Is The Only Franchise Comparable To High‑Quality Private Banks: IME Capital

The gap between public and private sector banks in India is gradually narrowing—but structural differences remain. In an interview aired on 13th March 2026 on CNBC, Ashi Anand, Founder & CEO of IME Capital, shared his perspective on the evolving banking landscape. While private banks continue to lead in technology adoption and operational efficiency, State Bank of India stands out as the one public-sector institution operating at comparable standards. The discussion also covered portfolio positioning in the current geopolitical environment. With rising tensions involving Iran, IME Capital has moved toward higher cash allocations, exited select IT services and real estate exposures to manage risk, and continues to remain constructive on digital platform businesses. Watch the full discussion for insights on banking sector dynamics, portfolio strategy, and key market risks.