Traders are piling into bullish derivative bets on banks, reversing bearish positions, as RBI’s foreign currency borrowing measures boost lenders. Bank Nifty surged 4.25% last week, outperforming the Nifty. Analysts expect this trend to continue, driven by short covering and fresh long additions.
Largecaps look better as smallcaps price in strong growth: Franklin Templeton’s Arihant Jain
Largecap stocks offer a better risk-reward balance than mid- and small-caps as higher growth expectations are already priced into smaller companies, according to Arihant Jain
September 6, 2026