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.
PLI 2.0 for mobiles set to reward scale, exports; Dixon a key beneficiary: Motilal Oswal
The government’s new mobile phone manufacturing incentive scheme is set to favour companies with scale, export capabilities and strong domestic supply chains. Motilal Oswal said
August 24, 2026