Hence, we expect segments with high valuations to undergo consolidation in the near term, if it lacks new earning growth triggers. While we continue to find opportunities across the markets, we believe individual stock picking will be important in this market.
ICICI Bank, SBI among top picks which could give over 20% returns in 2025
Despite challenges in unsecured retail and microfinance segments, the banking sector’s outlook remains positive, supported by robust fundamentals and operational efficiency. Credit growth for FY25
January 4, 2025