Gold standard, macro play and a nimble elephant! Anand Rathi’s banking trio offers upside potential up to 21%

March 29, 2025

Anand Rathi’s banking portfolio favors ICICI Bank, Axis Bank, and SBI, expecting up to 21% returns. Regulatory easing, liquidity boost, and government capex are key drivers for credit growth and sector resilience, positioning these banks for strong performance in FY26.

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Geopolitical tensions and market swings prompt caution for investors. Maulik Patel of Equirus Securities advises patience, suggesting a wait-and-watch approach. He notes current crises differ

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