“Digant Haria is bullish on the banking sector, viewing the recent correction as a temporary cooling-off phase and an opportunity, given strong underlying fundamentals and expected earnings improvement over the next 12 months. He anticipates a shift in leadership towards private sector banks, which now offer attractive valuations (e.g., ICICI Bank at 2x 12-month forward with 20% ROE and 15%+ growth) after FII selling. He projects large private banks like Kotak, ICICI, and HDFC could see 15-25% rallies over the next 18 months if FII selling stabilizes.”