“We see market performance to be more stock specific and companies exposed to the domestic economy with healthy cash generation and leaner balance sheets should do well. We continue to remain positive on the banking sector – the sector has seen improvement in its asset quality resulting in a decline in overall credit cost.”
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Investors are closely watching sectors like banking, manufacturing, auto distribution, and aviation after a recent rate cut. Analysts see temporary margin pressure for banks and
December 8, 2025