Public Sector Undertaking (psu) Banks

According to Ashwani Gujral of ashwanigujral.com, if the Budget is neutral that is there is nothing positive or negative, there could be a pullback rally just because the uncertainty is out of the way but the long-term would continue to be on the downside

Bullish on BoB, SBI, OBC & Shriram Transport: Religare Cap

With regards to public sector undertaking (PSU) one should look at banks that are well capitalisation, Bank of Baroda and State Bank of India are the ones that stand out. BoB is the best capitalised bank and trades at 0.7 times book says Siddharth Teli of Religare Capital Markets.

Sell FMCG, buy steel; see next upmove in cyclicals: Mowat

Indian shares could consolidate after the recent run up, feels Adrian Mowat of JP Morgan, but does not see uncertainty over the outcome of the general elections as a big dampener.

See Nifty above 6300; upbeat on Tata Steel, L&T: PhillipCap

Vineet Bhatnagar, MD, PhillipCapital is of the view that Bank Nifty could also make higher highs given the fact that the broad based index is expected to move higher.

Navneet Munot underweight on financial services space

Navneet Munot of SBI MF is underweight on the financial services within the banking sector.

MSF unwind: Play Yes Bank, IndusInd Bank says Religare

if one were to play the MSF unwind trade then it should be through Yes Bank, IndusInd Bank and non-banking financial corporations (NBFCs) like Bajaj Finance, M&M Financial, says Siddharth Teli of Religare Capital Markets.

Bajaj Finance, M&M Finance top NBFC bets: IIFL

IIFL prefers private sector banks over state owned banks. It is betting on non-banking financial companies (NBFCs) as a rate cyclical play. Bajaj Finance, M&M Finance, Shriram City Union Finance are its top picks.

Results review: Karvy bets on private banks, pharma, FMCG

Varun Goel is bullish on private sector banking names, pharmaceutical companies and FMCG companies on the back of better second quarter earnings.