Banking stocks have slumped up to 32% over three months, underperforming the Nifty amid FII outflows, rising oil prices and rate concerns. Brokerages remain selective, backing SBI, ICICI Bank and others despite margin pressure. Q4 results and FY27 outlook will be key triggers for the sector’s recovery.
Global bond slump looks painful, but its nothing like the 2022 rout
Global bond markets are experiencing a selloff, though less severe than four years ago. Current yield increases are smaller, providing some market reassurance and new