Dipan Mehta of Elixir Equities shares insights on HDFC Bank s positive outlook amidst sectoral churn. Market resilience due to bull market dynamics with various sectors compensating. Mehta further observes the real estate stocks performance, AB Birla group s strategic moves, and anticipates earnings peak with stock-specific volatility. He says it is very difficult to make out a case for the top banks like HDFC, ICICI, or Kotak underperforming for an extended period.