Nifty Bank has underperformed Nifty50 and other sectoral peers over the past year, with private banks lagging due to valuation concerns. Despite some strong loan growth and solid capital adequacy ratios, rising deposit costs and moderation in net interest margins pose challenges. Experts remain cautious about the sector’s near-term outlook.
Market’s next big cue may come from earnings and rural revival: Shiv Puri
Shiv Puri from TVF Capital Advisors suggests a positive outlook for consumption due to changing unsecured personal lending. He highlights opportunities in underpenetrated sectors like