“Dipan Mehta recommends being broadly underweight on the banking sector due to multi-quarter low CASA ratios compressing net interest margins, which he believes will hurt private banks more. Consequently, he advises a tilt towards PSU banks over private ones within the financial space.”
Dipan Mehta’s track record: 12 graded calls · 95% CI 25–75%
Bank NiftyBearishCalled 09 Apr 2026Graded 19 Jul 2026
Bank Nifty decreased from ₹55912.75 to ₹54439.90, a decline of 2.63% over 30 days, aligning with the bearish call on the banking sector.
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