Sanjiv Bhasin warns of a potential sharp correction in the stock market due to rising borrowing costs and uncontrolled inflation. He highlights Anil Agarwal's plans for the steel business demerger and discusses the challenges faced by Kotak Bank with online KYC regulations. He also says KV Manian's resignation from Kotak Bank will get absorbed by the market. There are enough good people within Kotak Bank to take that mantle.
