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PSU BANKING PACK
Private banks remain in focus as credit growth strengthens; selectivity key amid valuation concerns: Dnyanada VaidyaPrivate sector banks are attracting investors with robust credit growth and stable asset quality. Experts anticipate a rate cycle shift, bo...
F&O Talk: Nifty may stay range-bound; Sudeep Shah sees opportunities in banks, IT, picks 7 stocksIndian stock markets experienced a sharp selloff on Friday, with Sensex and Nifty dropping over 1%, driven by passive fund flows from MSCI ...
Private banks favoured over PSUs as macro headwinds cloud near-term outlook: Digant HariaMarket expert Digant Haria notes strong corporate earnings but rising macroeconomic uncertainty. Private sector banks appear better positio...
Domestic cyclicals remain best bet in India, says Anish Tawakley amid global volatilityDespite global headwinds, India's economy is robust, with picking demand and spare capacity, according to DSP Mutual Fund's Anish Tawakley....
Gold stocks still overvalued despite market correction: Aditya ShahIndian markets experienced volatility as geopolitical tensions and rising fuel prices fueled investor caution, leading to a shift towards d...
SBI margins drag PSU banks, but private banks set for comeback: Pranav Gundlapalle, BernsteinState Bank of India's margin drop was a key event. Analysts suggest the worst may be over for banks. Private sector banks are expected to p...
2 top stock recommendations from Rajesh PalviyaIndian equity markets ended the week flat amidst volatile trading, with benchmark indices consolidating. Broader markets, however, showed s...
Jefferies blames HDFC Bank controversy for impacting banking sector valuationsJefferies said the leadership uncertainty at HDFC Bank has become a major overhang for the banking sector, dragging benchmark valuations de...
Two-wheelers, defence, Bajaj Finance: Narendra Solanki's top calls as Q4 results roll inNarendra Solanki of Anand Rathi Shares & Stock Brokers guides investors on current market trends. He highlights durable companies in autos,...
India’s credit card market expands to 119 million, PSU banks gain in spendsIndia's credit card market has surpassed 119 million cards. HDFC Bank, SBI Cards, ICICI Bank, and Axis Bank dominate this sector. HDFC Bank...
Banking, financials remain strong play despite near-term volatility: Sunil SubramaniamCrude oil prices and UAE's role in OPEC+ are influencing Indian markets. Experts suggest oil prices may fall in the medium term, easing con...
Buy the dip, but avoid IT, back pharma & power, says Rudramurthy BVIndian markets are experiencing a healthy correction, according to Vachana Investments' MD, CA Rudramurthy BV. He advises waiting for speci...
Now is the time to start deploying money into markets, says Nitin Raheja; here's where to lookIndian markets present attractive long-term investment opportunities following recent corrections, according to Nitin Raheja of Julius Baer...
Stick to defensive and quality themes amid volatile global setup: Mayuresh JoshiIndian stock markets are showing a strong rebound. Investors are now carefully selecting companies with good earnings and strong finances. ...
Nifty's roadmap to 24,800: Rahul Sharma of JM Financial explains why he’s buying the dipRahul Sharma of JM Financial remains bullish on Nifty, advising investors to “buy the dip” with 24,800 as the next key resistance. He belie...
Buying the Dip: Chakri Lokapriya bets on financials, IT and cyclical revivalMarket volatility presents a chance for investors. Chakri Lokapriya, CIO-Equities at LGT Wealth, highlights opportunities in financials, IT...
PSU banks emerge most resilient in FY26 despite macro headwinds, deliver up to 57% returnsAs FY27 begins, FY26 was marked by global uncertainty and domestic headwinds, with the Nifty 50 falling 5%. Amid tariffs, FII outflows, wea...
Asset quality issues will continue to haunt PSU banks: IV Subramaniam, Quantum AMC'The market's reaction could be even more sharper if some other disappointment comes in or if a large bank also announces results which are...
Bullish on the PSU banking pack, says Tarun KatariaThere is need to change some of the laws around 50% ownership. So I would be generally bullish on the PSU banking pack, he said.
- PSU banking pack looks attractive: Prateek Agarwal
PSU banking pack looks very attractive, however as such, on the margin attractiveness of banking has clearly reduced.