Banking stocks poised for selective rally as sector rotation gains momentum: Deven Choksey

November 8, 2025

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.

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