IT, banks to lead next phase of market rally: Religare’s Ravi Singh

March 29, 2025

The IT and banking sectors are poised to drive the next market rally, supported by strong Q3 earnings, favorable valuations, and policy tailwinds. Experts highlight global interest rate trends, inflation management, and sectoral resilience as key investment considerations.

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Big banks may struggle, but smaller credit plays set to outperform: Nilesh Shah

Nilesh Shah from Envision Capital is positive on financial stocks. He sees financialization as a multi-decadal opportunity in India. Smaller banks and specialized credit plays

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