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Banks, power finance and infrastructure to lead next leg of market rally: Pankaj Pandey
India's banking sector is poised for a rally, fueled by robust credit growth, easing deposit pressures, and stable asset quality, according to ICICI Securities' Pankaj Pandey. NBFCs also stand to gain from a softer interest rate environment. While IT acquisitions may take time for significant returns, power financiers and transmission infrastructure present strong long-term investment opportunities. HDFC Bank's governance overhang is lifting, boosting its outlook.
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Banks, power finance and infrastructure to lead next leg of market rally: Pankaj Pandey
India's banking sector is poised for a rally, fueled by robust credit growth, easing deposit pressures, and stable asset quality, according to ICICI Securities' Pankaj Pandey. …
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HDFC Bank valuations attractive, banking sector ready for next growth phase: Sandip Sabharwal
Market expert Sandip Sabharwal sees private banks entering a robust phase driven by accelerating credit growth and easing margin pressures. He finds HDFC Bank's valuation…
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Pankaj Tibrewal sees stronger top-line growth driving India's next earnings cycle
Indian companies are poised to navigate input cost pressures and sustain growth, with the upcoming earnings season expected to be the next market trigger. Experts anticipate…
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IT selling nearing an end; banks and FMCG remain top bets: Neeraj Dewan
Broader markets show resilience despite IT sector weakness, with expert Neeraj Dewan suggesting investor confidence hinges on stronger company outlooks. While IT valuations are…