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

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

Even as headline indices remain range-bound, selective buying is emerging across banking and financial names, signalling a sectoral churn ahead of the year’s second half, according to Deven Choksey, Managing Director, DRChoksey FinServ Pvt. Ltd. According to Choksey, the second half of FY26 is expected to deliver stronger growth for several sectors, with banks among…

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SBI mutual fund sees reset in market sentiment, moves to neutral stance

SBI mutual fund sees reset in market sentiment, moves to neutral stance

SBI Mutual Fund has revised its stance on Indian equities to neutral from underweight, citing improved valuations, resilient GDP growth, and stable corporate earnings. The move marks a subtle but notable shift in the sentiment, as markets continue to hold firm despite global headwinds and tariff-related uncertainty. “This shift represents a healthier market outlook and better…

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