Despite a flat market, selective traction is building in banking stocks as sector rotation picks up pace. Deven Choksey of DRChoksey FinServ expects stronger earnings in H2FY26, led by improved cost controls, SME loan growth, and government-led consolidation tailwinds in public sector banks.
Companies give Bond Street a pass, take bank route for funds
Corporate borrowers are increasingly favoring bank loans over bond issuances as rising capital market yields diminish the cost advantage of bonds. Spreads between bank lending