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India’s banking sector shows renewed optimism as September quarter earnings reveal resilience and margin recovery. Large banks like ICICI are leading the charge, with smaller lenders also showing signs of asset quality bottoming out. Experts anticipate significant upside for investors across various banking and NBFC segments.
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Market expert Digant Haria observes India’s financial sector’s mixed performance. IndusInd Bank is consolidating post-turbulence, while life insurers are entering a market-linked returns phase. Reliance Industries faces limited upside due to scale and stake sales, and HDFC Bank needs more quarters to regain growth momentum.
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FIIs and MFs trimmed stakes in seven small-cap stocks in Q2FY26. Top underperformers like Raymond, Orient Cement, and Pokarna fell 15–60%, reflecting weak market sentiment and institutional caution.
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Muhurat Trading 2025 will be held on October 21, marking the start of Samvat 2082. NSE, BSE, MCX, and NCDEX will observe special one-hour trading sessions with normal settlement rules. The tradition symbolizes wealth, prosperity, and the auspicious beginning of the new financial year.
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Indian equities are poised for a new growth phase after a period of correction, according to Axis Mutual Fund’s Karthik Kumar. He sees green shoots of recovery, with earnings downgrades bottoming out and supportive government and RBI policies aiding corporate earnings. Improved earnings could attract foreign investors back to the market.
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