The private sector banks, particularly large-cap ones, appear to have valuations that accommodate current headwinds. Large-caps offer attractive investment opportunities compared to mid-caps and small-caps, with expected earnings growth in FY26. Positive sectors include large private sector banks, technology, and selected consumer segments.
Tariff shock turns FIIs to sellers in April. Analysts flag global risk but back India’s fundamentals
Foreign institutional investors reversed course in early April, spurred by rising global trade tensions following US President Trump’s announcement of steep tariffs. This led to