Dipan Mehta of Elixir Equities expresses disappointment in the banking sector’s recent performance, citing increased competition hindering growth. Excluding PSU banks, many NBFCs and private banks have underperformed. Mehta suggests investors look beyond banking for market outperformance, highlighting potential in capital goods, power equipment, and select two-wheeler companies. While pockets of growth exist, consistent exceptional performance across industries remains challenging.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Market expert Nischal Maheshwari advises investors to focus on fundamentals amidst market volatility. He notes large-cap growth remains single-digit, banks are poised for margin improvement,