Banks are expected to show weak earnings growth in Q2, with private banks performing slightly better due to higher fees and lower provisions. Loan growth remains slow, impacting net interest income. Top stock picks are ICICI Bank, Axis Bank, and SBI due to their strong growth and asset quality.
ETMarkets Smart Talk| Where is the value? Sachin Bajaj favours financials, healthcare, capex plays
Axis Max Life CIO Sachin Bajaj sees Indian equities entering a favourable phase as earnings recover, valuations moderate and domestic flows remain strong. He favours