• On both the companies, the view is positive. • In the IDFC First Bank case, the consolidation can go longer because of Vodafone Issue. • V Vaidyanathan said in the interview, the Rs 3,200 Cr. loan of Vodafone is not completed non funded. There is only Rs 1,100 Cr to 1,200 Cr. which is non-funded which means there is no collateral available for this. • If provisioning is needed, it can be done from Rs 1,100 Cr to Rs 1,200 Cr. • From Rs 3,200 Cr already Rs 400 Cr to Rs 450 Cr provisioning has already been done. The impact could be on the remaining Rs. 800 Cr. • Currently whatever happens in the Vodafone stock same is replicating in IDFC First Bank. As the market has identified as coupled stock with Vodafone Idea. It might take some time. • MCX overall there is a positive outlook. • Financialization is happening not just from a savings point of view even from a commodities point of view. Things are getting connected. • So in this time, MCX can also get benefitted. So this is a good sector to watch.