In an emerging economy the 1st to benefit is the financial sector.
Eg-Motor sector growth --- more LC's & banking facilities such as Leases,Loans
However in recent times the regulators have curtailed the margins of banks by way of interest rates.However if you correctly noticed that they have also decreased the interest rates as well which have not affect the margins.
Also if you compare the last Quarter earnings of Financial sector it has demonstrated a sustainable growth rate and now most of the banks are in to fee based income.
I am expecting SEYB,LOLC,SAMP,COMB to outperform in coming quarter earnings in particular LOLC,SEYB,SAMP.
LOLC - Diversified nature more weight age over Financial+Plantation sectors.
SEYB - The extensive reach with superb turnaround to regain the lost faith.
SAMP - Dynamic performance of the bank
COMB - Sustainable performance
From the above list my recommendation to which has high potential of Healthy ROI - SEYB,LOLC
Good Luck