SBI FINANCIAL OUTLOOK
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 26%
With the India-Pakistan tensions cooling off and the tariff war launched by US President Trump seemingly headed for a generally acceptable conclusion, the global markets are in a good mood. So, there is a case for being bullish, and the Indian markets are no exception. The only difference in India is that we are in the midst of the Q4 results season and investors should not lose sight of earnings and how they pan out for companies and sectors. Why? Because, in the end, it is earnings which decide stock prices and valuations.
Are they ready to lead the next leg of the rally? 8 stocks from banking & financial services with an upside potential of up to 42%
Over the past three years, the RBI has been tightening regulations in many segments of the financial services space, forcing both banks and NBFCs to clean up their acts. Firms belonging to strong industrial houses have been preparing themselves for a long time to stay updated with all the new rules and regulations. In fact, some of the large banks have seen a valuation readjustment and are currently placed at levels where they have once again started to show signs of outperformance. So, is it time to take a look at these stocks?
‘Sell in May and go away’ or stay put in the market? Pankaj Pandey answers
Pankaj Pandey suggests markets will likely recover from geopolitical shocks within months, maintaining a positive outlook for banks and oil & gas as foreign selling pressure eases. While cautioning against the 'sell in May' adage, Pandey highlights potential near-term volatility. He sees opportunities in commodities, hotels, hospitals, autos, AMCs and real estate, favoring a stock-picking approach.
RIL, Sun Pharma drag Sensex marginally lower, Nifty below 24,450
Indian benchmark indices opened flat on Tuesday, with the BSE Sensex down 69 points and the Nifty50 slipping 18 points. Gains in M&M and Bharti Airtel were offset by losses in Reliance Industries and Sun Pharma. Nifty Pharma dropped significantly as U.S. President Donald Trump signed an executive order impacting drug manufacturing.
F&O Talk| Nifty faces key hurdles at 24,600, Bank Nifty scales new peak with 7% rally. What’s ahead? Explains Sudeep Shah
Despite geopolitical tensions, Nifty demonstrated resilience with a 3.46% gain in April, supported by FII inflows and strong domestic fundamentals. Analyst Sudeep Shah anticipates near-term consolidation between 23,800-24,600. Bank Nifty outperformed, hitting record highs, while Reliance showed strength. Defense stocks like Paras Defense and BEL are poised for further gains amid ongoing tensions.
Ahead of Market: 10 things that will decide stock market action on Friday
Indian stock markets were closed on Thursday for Maharashtra Day. On Wednesday, benchmarks ended mixed due to geopolitical tensions overshadowing U.S. trade optimism. While HDFC Bank's gains offered some support, Bajaj Finance fell despite positive earnings. Analysts suggest near-term negativity may persist, but long-term prospects remain positive, viewing market dips as buying opportunities.
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These 11 banking stocks can give more than 27% returns in 1 year market, according to analysts
Every sector has a key element and it is important to look at it if you are investing in that sector. In the case of banking, it is NPAs, or non-performing assets. Why the abbreviation before the full form? We react to news before understanding it. News is the abbreviation whose meaning becomes clear only on closer examination. So, while looking at the Q4 numbers of banks, it is important to look at NPAs. But there is another number which is equally important: Credit growth. It is likely to remain muted. And that in itself is not a bad sign. Asset quality is good and stays that way if NPA numbers are stable and the books are reliable.
Higher wage provisions may dent SBI Q4 earnings
The bank's profit is expected to range between ?16,000 crore and ?20,000 crore, based on consensus estimates from five brokerages. This is a decline from more than ?20,000 crore last year.
The Ripple Effect of US tariffs: Economic growth, inflation, and global trade dynamics
US tariffs risk slowing growth, clouding inflation outlook, and weakening the dollar. Treasury yields rise amid capital flight. Global fiscal stimulus builds, boosting gold. Multinational and domestic consumption-focused companies could outperform as uncertainty and stagflation risks rise.
F&O Talk | Sharp rally in sight for Nifty above 24,380, Bank Nifty may resume uptrend beyond 55,600: Sudeep Shah
Indian markets reversed early gains on Friday amid rising geopolitical tensions after terror attacks in Kashmir. Broader indices fell sharply, and technical indicators suggest Nifty may enter a consolidation phase. IT outperformed, while banking showed indecision at highs.
Axis Bank a buy after recent correction; prefer Canara Bank over SBI among PSBs: Pramod Amthe
InCred Capital is strategically adjusting its financial services portfolio. They are favoring growth-oriented companies with better liquidity. Axis Bank's recent correction is seen as a buying opportunity. The focus is on easing interest rates and credit availability. Canara Bank is preferred over State Bank of India in the PSU banking sector.
These 7 banking stocks can give more than 28% returns in 1 year, according to analysts
When you look at the banking sector, it is not just about excel sheets. It is about the ability to differentiate between the white, black, and grey in terms of the businesses that banks finance. Today, a bank financing exporters faces more uncertainty than one giving loans to domestically-focused companies. But what happens to the latter if there is tariff-induced dumping by China? That is why the colour grey. Whom to lend to and whom not to. When to lend and when not to. That’s the dilemma faced by bankers. Banks with the ability to handle this dilemma will do well.
Gold vs Nifty: Which investment gave higher SIP return in one year?
With gold breaching Rs 1 lakh per 10 grams, Gold ETFs have outperformed Nifty ETFs in SIP returns over the past year. Axis Gold ETF led with a 54.85% XIRR, while Nifty 50 ETFs returned just 2.87–3.03%. Analysts cite central bank buying, inflation, and geopolitical tensions as key drivers, though recent outflows suggest profit-booking amid record prices.
Nifty & Bank Nifty positive in medium, short-term; buy on dips: Somil Mehta
Somil Mehta from Mirae Asset Sharekhan forecasts a continued uptrend for Nifty and Bank Nifty, setting immediate targets at 24,500 and 56,000, respectively. He highlights PSU banks like Bank of Baroda and Canara Bank as promising within the financial sector. Bajaj Auto and Federal Bank are his top stock picks, with specific stop-loss and target levels.
Ahead of Market: 10 things that will decide stock action on Monday
Indian benchmark equity indices closed higher on Thursday to log their best week in more than four years and erase all their year-to-date losses, led by a rally in heavyweight financial stocks.
F&O Talk| Despite recession fears, Nifty rallies sharply. Bullish momentum likely to continue: Sudeep Shah of SBI Securities
Despite recession fears, Indian markets rebounded strongly, with the Nifty and Sensex closing near weekly highs. Realty, banking, and financials led the gains, supported by bullish technical indicators. Analyst Sudeep Shah anticipates further upside for Nifty and Bank Nifty, driven by positive FII activity and strong sectoral performance in private and PSU banks.
Banks cut interest rates on savings accounts. Should you shift to liquid mutual funds now?
As banks reduce savings account interest rates, experts suggest liquid, money market, and overnight funds as appealing alternatives for better short-term returns. HDFC Bank and Axis Bank have lowered rates to 2.75%, prompting a potential shift towards debt mutual funds. Despite recent outflows in liquid funds due to year-end obligations, the outlook remains positive, especially with the RBI's accommodative stance.
These 8 banking stocks can give more than 27% returns in 1 year, according to analysts
Just after the announcement of the RBI policy meeting, two large banks reduced their SB account interest rates. Now, why have banks, which were vocal about the cost of deposits, all of a sudden reduced their SB rates? Is it because they are not concerned about the cost of deposits? Or, have they figured out that they will not be getting much money in the savings accounts, so might as well cut the rate? Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components, earnings, fundamentals, relative valuation, risk, and price momentum, to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.
Stocks to buy today: Motilal Oswal upgrades Indigo; Goldman sees 15% upside in HDFC Bank post Q4 results
Motilal Oswal has upgraded InterGlobe Aviation (IndiGo) to a 'Buy' rating, highlighting the airline’s strong position in the domestic aviation market and promising earnings growth outlook. Separately, Goldman Sachs has maintained its 'Buy' rating on HDFC Bank.
Inflows in sectoral and thematic mutual funds decline by 97% in March. Panic or profit-booking?
Sectoral and thematic mutual funds which have continued to receive highest inflows for a very long time, received an inflow of Rs 170 crore in March against an inflow of Rs 5,711 crore in February. On a year-on-year basis, the inflows dropped by 98% from Rs 7,917 crore in March 2024.
F&O Talk | Markets cautious amid tariff heat. Nifty wavers, Bank Nifty holds firm: Sudeep Shah of SBI Securities
Indian equity markets ended slightly lower this week as Nifty and Sensex fell 0.3% despite a strong Friday rebound. RBI cut the repo rate by 25 bps, adopting an accommodative stance. Global trade tensions added to market volatility.
Are bank stocks bullet-proof in a tariff-ied world? FII’s $2 billion bet says so
Foreign institutional investors (FIIs) aggressively bought financial services stocks worth Rs 14,274 crore in March 2025, while selling other Indian equities. This indicates confidence in Indian banks amid global volatility. Supported by robust financial updates, attractive valuations, and expected improvements in H2 FY26, Indian banks appear resilient to international market fluctuations.
F&O Talk | Nifty loses key supports amid tariff turmoil: what’s next? Preeti Chabra weighs in
President Trump's tariff announcement triggered volatility across global markets, with Indian indices falling 2.6%. Analyst Preeti K. Chabra shares insights on Nifty, Bank Nifty, and sector-specific strategies, highlighting opportunities in banks, midcaps, and select options setups. Amid global uncertainty, disciplined hedging and defined-risk strategies are key as sentiment swings and technical breakdowns drive market direction.
F&O Talk| Trade turmoil triggers technical breakdown: Nifty sheds 1,000 pts in 8 sessions. Sudeep Shah weighs in
Benchmark indices Sensex and Nifty 50 fell by 2.6% each due to a global sell-off triggered by U.S. tariff actions. IT stocks suffered the most, plunging 9%, while the Nifty Metal index dropped 7.5%. Analysts recommend caution amid ongoing market volatility.
PSU banks: Could they be the surprise outperformers in a volatile market? 7 PSU banks with upside potential of up to 43%
One should be able to read meaning even in the little things that happen on the markets. Now, several companies have issued guidances ahead of the Q4 results rollout that is expected from next week. Nothing exceptional about that. Many companies have been doing so for some time now. What is different this time is that among those issuing guidances are some PSU banks. Why is that significant? Does it tell us something about what is happening in the PSU bank space? The answers to these questions will tell us whether these stocks are worth looking at.
Trump's 27% tariffs put pressure on India. Is New Delhi ready for the impact?
President Trump imposed a 27% tariff on Indian imports, one of the highest on major US trading partners. This follows his criticism of India’s tariffs and their trade imbalance. Despite efforts by India to reduce tariffs and make concessions, the levies pressure India to finalize a trade deal. Economists suggest the tariff's impact will be modest, with India continuing strong economic growth.
These 9 banking stocks can give more than 27% returns in 1 year, according to analysts
Banks provide the lifeline of capital to the economy. So it is credit growth that is the vital parameter when looking at banks. This is not to say that parameters like NIM and NPAs don't matter. But in the overall picture, credit growth is more important. Now, where parameters like NPAs are concerned, things have been brought under control, with the first step being accepting their existence on the balance sheets instead of brushing them under the carpet. But low credit offtake is still a pain point for banks. So, as the Q4 earning season starts, keep an eye on credit growth and deposit cost as these will determine the winner of the next phase of the rally which will only start once the drama about reciprocal tariff gets over.
Higher-than-average Rollovers: April stock futures on traders’ radar
Several stock futures, including Nykaa, Muthoot Finance, Indigo, and Escorts Kubota, have shown higher-than-average rollovers with positive indicators for future growth. Analysts recommend strategic buying in these stocks for potential near-term gains, highlighting technical strength and anticipated market trends.
Comeback candidates of FY26? Three sectors, 19 stocks: Out of favour for some time now, for right or wrong reasons
In every stock market, from time to time, a set of theme-based stocks catch the limelight. Then their valuations get stretched, and they slip into a period of underperformance. This underperformance could be for any reason: Industry not doing as expected, change in technology, whatever. But the fact is these stocks don't perform. Now, there is another side to this story. If the higher valuations were given due to some one-off event, the probability is low that such stocks will see a recovery, either in absolute or relative terms. But if the higher valuation was given because of the overall potential of the sector, the chances are these stocks will make a comeback.
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