Aditya Shah sees PSU banks, SBI and HDFC as key picks amid volatility

April 6, 2026

India’s banking sector demonstrates resilience with steady loan and deposit growth, particularly from private lenders like HDFC Bank. While concerns about margins and global risks persist, the micro-lending cycle has bottomed out, and public sector banks are poised for continued strong performance. Investors are advised to balance opportunities with caution.

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