Search+Investment IdeasSynopsisGiven how the market has moved in the last five-six trading sessions, the probability is high that a new readjustment trade has started. This trade takes into account the second- and third-order impact of rising crude oil prices, as also a poor monsoon that could play spoilsport for the Indian economy. What does this mean for the banking sector? Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components ,earnings, fundamentals, relative valuation, risk, and price momentum, to generate standardised scores. SR+ Reports is a complimentary offering to ETPrime members.High oil prices do not hit banks directly in the way it hits airlines, or paint companies, or the tyre, chemicals, or logistics businesses. A bank does not buy crude as raw material. Its cost structure does not change overnight because Brent has moved higher. Its loan book does not deteriorate because oil prices have risen for a few days. In the stock market, there is a business cycle and there is an expectation cycle – and then there is the ETMarkets.com 11 mins readJun 03, 2026, 05:50:00 AM ISTGift this Story to your friendsFONT SIZEAbcSmallAbcMediumAbcLargeSAVEPRINTCOMMENTContinue reading with one of these options:Limited AccessFreeLogin to get access to some exclusive stories & personalised newslettersLogin NowUnlimited AccessStarting @ Rs120/monthGet access to exclusive stories, expert opinions & in-depth stock reportsSubscribe NowETUh-oh! This is an exclusive story available for selected readers only.Worry not. You’re just a step away.What’s Included withETPrime Membership