Gaurav Kochar from Mirae Asset Investment observed that large banks coped better with deposit mobilization challenges than smaller ones. Tight liquidity persisted, but credit growth was steady. Rising funding costs are expected to impact margins. Potential RBI guidelines might affect earnings, with larger banks likely to manage the liquidity situation more effectively.
AMFI Reshuffle: Five midcap stocks that may get upgraded to largecap
Nuvama Institutional Equities expects five midcap stocks, including Bosch, Zydus Lifesciences and Lodha Developers, to move into the largecap category in AMFI’s H1 CY27 reclassification.