Banking stocks poised for selective rally as sector rotation gains momentum: Deven Choksey

November 8, 2025

Despite a flat market, selective traction is building in banking stocks as sector rotation picks up pace. Deven Choksey of DRChoksey FinServ expects stronger earnings in H2FY26, led by improved cost controls, SME loan growth, and government-led consolidation tailwinds in public sector banks.

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IT stocks in focus after Oracle’s strong results; Nuvama says valuations now attractive after correction

Indian IT stocks may remain in focus after Oracle reported stronger than expected quarterly results and raised its revenue outlook. Nuvama said the recent 20%

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Global Market | Strait of Hormuz closure keeping oil markets on edge: Ed Yardeni

Global oil markets are on edge as geopolitical tensions disrupt the vital Strait of Hormuz. Market strategist Ed Yardeni highlights uncertainty over the strait’s reopening

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