Banking and public sector stocks are emerging as bright spots and showing significant outperformance, becoming the new market leaders. Banks benefit from stable margins, improving asset quality, and economic growth expectations, while PSUs are attracting interest due to optimism about government spending, asset monetization plans, and operational improvements, often trading at discounts.

Rajesh Bhosale’s track record: 9 graded calls · 95% CI 19–73%

HDFC BankBullishCalled 16 Feb 2026Graded 19 Jul 2026
Verdict:MISS

HDFC Bank price decreased from ₹925.70 to ₹798.20, a decline of 13.77% over 30 days.

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