The private sector banks, particularly large-cap ones, appear to have valuations that accommodate current headwinds. Large-caps offer attractive investment opportunities compared to mid-caps and small-caps, with expected earnings growth in FY26. Positive sectors include large private sector banks, technology, and selected consumer segments.
Nifty at 26K, but why is your stock portfolio bleeding?
Nifty crossed 26,000 on November 26, 2025, followed by the SENSEX breaching 86,000, signalling market optimism. However, investors’ portfolios tell a different story. While Nifty