Search+Investment IdeasSynopsisIt is always important to make a distinction between sentiment and real business. While sentiment can impact prices in the short term, it is business fundamentals that matter in the long term. And if they are turning structurally better, just ignore the noise on the street. The business updates for Q1 FY27 are probably a better guide. 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.Going by the business updates that have come so far for Q1 FY27, it is quite clear that the performance of banks continues to be better than expected. Especially on the important parameter of non-performing assets, or NPAs, things remain under control. There are also banks where credit growth has improved.So, clearly, the first three months of the latest crisis in the Gulf region have been well tolerated by banks.Now, it appears that the next ETMarkets.com 13 mins read, Last Updated: Jul 15, 2026, 11:45:00 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