“The financial services sector, particularly private and PSU banks, is expected to outperform this year, despite recent pressures attributed to company-specific issues rather than sectoral weakness. Balance sheets remain strong, valuations are attractive, and banks are well-positioned to benefit from a recovering economy. PSU banks like SBI and Canara Bank are particularly attractive if the February budget emphasizes capital expenditure, as these flows will boost their already strong balance sheets.”

Chakri Lokapriya’s track record: 4 graded calls · 95% CI 0–49%