Search+Investment IdeasSynopsisBroadly speaking, both private and PSU banks are impacted by what happens to the economy. There might be some difference because of the focus of the loan book, but nothing escapes the broader impact of a bad monsoon, or rising oil prices. If they are behaving differently in the market these days, it is because of valuations, existing ownership, overall fund flows, and the kind of investors putting in the money. 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 standardized scores. SR+ Reports is a complimentary offering to ETPrime members.The next few market trading sessions are critical because there is a mix of headwinds and tailwinds, and both are equally strong. How the market reacts to this mix is something which will indicate the possible course for the next couple of months. The unwinding of AI trade (or what can also be termed the semiconductor trade) is taking place both in the US and South Korean markets. That’s a clear headwind. The tailwind is also clearly known: The ETMarkets.com 11 mins readJul 28, 2026, 10:53:00 PM 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