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Bharat Electronics | HAL: Huge opportunity in defence stocks over next 3-5 years; 2 must-haves in portfolio: Hemang Jani

Bharat Electronics | HAL: Huge opportunity in defence stocks over next 3-5 years; 2 must-haves in portfolio: Hemang Jani
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PSU banks: Will profit pool lie with PSU banks rather than private banks going ahead? Mahantesh Sabarad answers

Mahantesh Sabarad discusses the strong outlook for corporate banks, the impact of high crude oil prices on OMCs, challenges faced by private banks with asset quality, and the favorable position of public sector banks in the corporate lending theme. ....

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psu stocks to buy: Don't chase all PSUs on dips, go for these 2 stocks: Hemang Jani

Market expert Hemang Jani advises cautious investment in attractive PSU stocks due to growth drivers and potential re-rating. Recommends focusing on company fundamentals, not just valuations or corrections. Jani says that two names that come to his mind are quite attractive at this point of time, one is Bharat Electronics and the other one is Concor. ....

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What to expect from the banking sector going ahead? Mahantesh Sabarad answers

Having said that, the other worry that we will see is that when the interest rate cycle starts turning, what typically will start happening is that the banks will be landed up with higher costs in terms of their deposit costs and lower lending rates and therefore, there could be a margin squeeze which we will see towards the later part of the fiscal year. ....

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