fy26 earnings

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

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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 … Read more

Fund Manager Talk | Markets may move in 5% range till festive season: Trideep Bhattacharya

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Fund Manager Talk | Markets may move in 5% range till festive season: Trideep Bhattacharya

Indian equities are likely to consolidate in a narrow 5% range over the next few months as the market undergoes a phase of time correction, says Trideep Bhattacharya, CIO – Equities at Edelweiss Mutual Fund. While macro uncertainties have eased and policy momentum has picked up, the missing link remains corporate earnings, which he expects … Read more