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Indian equities have started 2026 on a cautious note, amid ongoing geopolitical uncertainties and periodic volatility in global markets. Concerns around changes in global trade, fluctuating commodity prices, and shifting interest rate expectations have led to occasional risk-off sentiment. Despite these pressures, domestic markets have remained resilient, supported by stable macroeconomic fundamentals, steady corporate earnings, and consistent flows from domestic institutional investors. So far this year, market movements have been largely range-bound, with sector rotation driving returns rather than broad gains across headline indices.
Within this environment, the banking sector has emerged as a clear leader. Strong credit growth, improving asset quality, and stable net interest margins have boosted earnings visibility. Both private and public sector banks have participated in the rally, but public sector banks have delivered stronger relative gains, reflecting years of ...
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