“Sunil Subramaniam anticipates near-term outperformance from private sector banks and NBFCs, driven by robust consumer and auto-led credit growth. While PSU banks offer valuation comfort and a margin of safety, he expects their stronger momentum and meaningful upside only in the second half of the year, supported by potential capex revival and housing demand.”
Sunil Subramaniam’s track record: 14 graded calls · 95% CI 12–55%
Nifty PSU BankBullishCalled 09 Jan 2026Graded 19 Jul 2026
Nifty PSU Bank decreased from ₹8657.20 to ₹8203.20, a decline of 5.24% over 180 days, contrary to the bullish expectation for stronger momentum and meaningful upside in the second half of the year.
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