BHEL shares' 85% returns, strong earnings fuel ownership churn as retail trims while FIIs, MFs raise exposureBHEL shares have delivered an impressive 85% return over the past year, fueled by robust earnings. This performance has attracted significa...
08 May, 2026, 10.02 AM IST
LIC drops 3 private banks, opts for SBI and Yes Bank. What’s driving this portfolio shift?LIC significantly rebalanced its portfolio, divesting from major private banks like HDFC Bank and ICICI Bank to aggressively invest in Stat...
10 Nov, 2025, 04.15 PM IST
Market poised for next leg of rally as PSU banks, telecom and value retail shine: Neeraj DewanMarket expert Neeraj Dewan expects the next leg of the market rally to be driven by PSU banks, telecom, cement, and value retail, backed by...
04 Nov, 2025, 03.00 PM IST
Indian Bank, Canara Bank jump 40% in FY26. Are PSU bank stocks set for a golden comeback?Public sector banks have staged a major comeback in FY26, with the Nifty PSU Bank Index soaring 20% in six months. Indian Bank and Canara B...
06 Oct, 2025, 03.02 PM IST
Sudip Bandyopadhyay on 2 triggers that may take market higherInditrade Capital's chairman, Sudip Bandyopadhyay, views the Mahayuti's return to power as positive for the market, particularly for infras...
26 Nov, 2024, 10.17 AM IST
Largecaps and select PSUs to offer great value as markets stabilise: Sandip SabharwalSo, I would still be somewhat careful on the railway PSUs because there, there should be some stalling of capex. But on defence PSUs, some ...
25 Nov, 2024, 10.41 AM IST
Banks to give steady returns over next 12 to 15 months; private banks to shine: Amnish AggarwalAmnish Aggarwal of Prabhudas Lilladher suggests that private banks will offer steady returns over the next 12 to 15 months. He further note...
23 Sep, 2024, 10.39 AM IST
Value triumphs momentum in FY24 from the quant lensA refreshing observation was the comeback made by the Value factor in FY24. In recent years, particularly since Covid, Momentum has consist...
14 Apr, 2024, 12.24 PM IST
Most PSU banks offer decent upside in the range of 20-25% from current levels: Neeraj Dewan"Going forward investors need to understand which Adani companies valuation-wise make sense to hold or which to buy at the current levels,"...
04 Mar, 2023, 04.16 PM IST
Playing the rally: Neeraj Dewan finds value in cement and PSU banksStick to quality, there will be smallcaps and midcaps where fundamentals do not justify, says Dewan
13 Mar, 2019, 01.28 PM IST
Focus on these 2 sectors next week: Kunal BothraLarge-cap names like ICICI Bank and Reliance emerging as fresh leaders yet again
13 Jan, 2018, 09.56 AM IST
Banks can't be a blanket call; investors need to weigh each bank individually: Mahantesh Sabarad, SBI Cap Sec"Asset quality is not the only issue for the PSU banks. There really are different drivers for each of the PSU banks."
14 May, 2015, 05.05 PM IST
PSU stocks are poised for a smart rally, says Morgan StanleyMorgan Stanley expects PSU stocks to rally from current levels as most of these stocks are trading at multi-year lows.
09 Jan, 2013, 11.05 AM IST
- Biased on the private sector banks: JV Capital Services
When you compare the PSU to private side, it is clearly the private sector banks that are outperforming and going forward likely to be the ...
16 Aug, 2012, 11.07 AM IST
- PSU stocks available at attractive valuations: Satish Ramanathan
PSU stocks have been beaten quite significantly because of the regulatory and government issues. Having said that, they have fairly decent ...
10 Jul, 2012, 01.21 PM IST
- Buy OBC; target 400: Ashwani Gujral
"PSU banks have made a strong comeback, so OBC we can buy with a stop of about 365."
25 Apr, 2011, 03.43 PM IST
- Gail scripts PSU comeback story
Public sector shares rebounded with a vengeance on Tuesday, moving up in tandem with the sensex.
19 May, 2004, 01.12 AM IST