Nifty Bank index has fallen 8 per cent since the start of the Iran war at the end of February, underperforming the benchmark Nifty 50, which is down 4.7 per cent over the same period
Global brokerage Nomura prefers private banks over PSU bank stocks, citing limited re-rating scope, weaker earnings quality, and high leverage risks among PSBs. It likes Axis Bank & ICICI Bank
In the past three trading sessions, the Sensex has surged more than 2038 points, or nearly 2.75 per cent. Similarly, the Nifty 50 index has added more than 578 points, or 2.6 per cent
Bank stocks traded mixed after Q4FY26 updates. PSU banks like BoB, Bank of Maharashtra gained, while shares of HDFC Bank, IndusInd Bank, and IDFC First Bank slipped
Global investors withdrew a record ₹32,700 crore from the shares of financial services companies in the first two weeks of March, according to National Securities Depository data
Nomura has warned that bank margins may decline in FY27 as credit growth continues to outpace deposits. Rising CD ratio, falling LCR, and weak deposit growth remain key risks for the banking sector.
Axis Securities has set a target price of ₹290 per share, implying a potential upside of 10 per cent from Friday, March 13, closing price of ₹263 on the NSE
Major lenders such as SBI, HDFC Bank, ICICI Bank, and Axis Bank have seen significant erosion in their market capitalisation since the start of West Asia war
Banking stocks witnessed a sharp decline today as West Asia conflict raised oil-linked inflation risks. Nifty Bank index fell 1.8 per cent on the NSE led by Axis Bank, HDFC Bank, and ICICI Bank
Stock market crash: India VIX, the fear gauge index, spiked nearly 9 per cent to go past 20, indicating elevated uncertainty among traders and investors
Emkay Global has raised Karur Vysya Bank share price target to ₹390 on the back of a 17-per cent loan growth, over 1.7 per cent RoA, strong asset quality, and a healthy margin outlook
Motilal Oswal Financial Services explains how priority sector lending is shifting from regulatory burden to earnings lever for banks and highlights HDFC Bank and Indian Bank as top stock picks
Motilal Oswal said the bank's operating performance is "turning around", supported by stabilising margins, improving asset quality and a gradual recovery in return ratios.
PNB reported a net profit of about ₹5,100 crore for the quarter, up in low double digits year-on-year (Y-o-Y), supported largely by a sharp rise in non-interest income.
Aakash Shah of Choice Equity Broking says that HDFC Bank may remain tepid as long as the stock trades below ₹970; while ICICI Bank needs to sustain above ₹1,380 to maintain its long-term positive bias
Elara Securities sees the outlook for the third quarter of the current financial year to be better for banking and financial sector. It picked ICICI Bank and State Bank of India as its top pick.
