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RBI rate hike done. Now what’s ahead for bank stocks? Jefferies, other brokerages weigh in

RBI’s first rate hike in nearly four years has put the spotlight on banking stocks, with analysts divided on the near-term impact on margins. Jefferies sees large private banks such as ICICI Bank and Kotak Mahindra Bank as key beneficiaries, while Q2 earnings could offer clues on the sector’s outlook.

The Economic Times · 18h ago

Explained: How RBI rate hike may impact Sensex, Nifty after 8-week losing streak

The Reserve Bank of India is expected to announce a 25-basis point rate hike in its upcoming meeting. Analysts assert that this rate hike has already been largely priced into the stock market. While sectors such as real estate and autos may experience some volatility, clean balance sheets could mitigate…

The Economic Times · Oct 6

Market crash wipes out Rs 26 lakh cr in 8 weeks! Why soaring bond yields may hurt Sensex, Nifty more than elevated oil prices

The Sensex and Nifty have fallen for eight straight weeks, wiping out more than Rs 26 lakh crore in market capitalisation. While elevated oil prices have pressured equities, soaring bond yields, foreign outflows, a stronger dollar and tighter liquidity are adding to the selling pressure and weighing on investor sentiment.

The Economic Times · Oct 2

Q1 Showdown: Analysts pick top bets as ICICI Bank, HDFC, Axis, Kotak, Yes Bank gear up for results this week

Five major private banks will announce their Q1 results this Saturday. Analysts offer mixed views on which banking stocks investors should consider. ICICI Bank is favored for its strong performance and reasonable valuation. HDFC Bank is seen as a defensive choice, while Axis Bank shows momentum. Kotak Mahindra Bank and…

The Economic Times · Jul 14

Midcap stocks ignore Middle East war, AI worries to jump up to 85% in 2026. More rally or sharp correction ahead?

Despite a weak first half for benchmark indices, India's midcap stocks outperformed, driven by resilient domestic inflows, stronger earnings and sectoral tailwinds. Analysts expect the momentum to continue, although elevated valuations, geopolitical risks, crude oil prices and the sustainability of domestic fund flows remain key factors to watch.

The Economic Times · Jul 6

Vedanta, Hindalco, other metal stocks rally up to 11% in one week. Should you buy or wait? Here's what analysts say

Metal stocks are experiencing a strong rally. Shares of Adani Enterprises, Hindalco Industries, and Vedanta have surged. Analysts recommend patience. Investors should buy on dips rather than chase momentum. Several factors are driving this surge, including government import duty hikes on gold and silver. Strong industrial demand and supply disruptions…

The Economic Times · May 15