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[hfe_template id='11223'] [ad_1] Banks are expected to report yet another muted quarter, with Q4FY25 earnings taking a hit due to slower-than-expected loan growth and pressure on net interest margins. While the 25 bps rate cut in the February monetary policy by the Reserve Bank of India (RBI) is expected to show its impact, another 25 bps cut announced on Wednesday could cause further setbacks going forward. The earnings season kicked off on Thursday with the announcement of the January–March quarter results by Tata Consultancy Services (TCS). Banks will begin their earnings announcements with HDFC Bank, scheduled to declare its results on April 19. While banks and financials have shown more resilience than other sectors over the past three months, and private banks have outperformed PSU banks, the investment strategy, according to InCred, should remain “selective and tactical.” Kotak Mahindra Bank and ICICI Bank are standout stocks that have delivered positive returns o...

[hfe_template id='11223'] [ad_1] While Nifty Bank has logged in double digit returns over the last 1 year, its performance against broader Nifty50 and its other sectoral peers remains subpar. With rising deposit cost and moderation in net interest margins (NIMs), experts remain wary of the pack, toning down their expectations from the sector that has the largest weight on the D-Street benchmarks. The 12-stock Nifty Bank has grown by 16% over a 1-year period versus Nifty's 29% in the same time. Realty towers over its other sectoral peers followed by power stocks. Nifty Realty's 1-year returns stand at 83% while BSE Power has yielded 79% returns. Others including Nifty IT, Nifty Pharma, Nifty Oil & Gas, Nifty Auto and Nifty Metal have risen between 36% and 75%. Meanwhile, BSE Cap Goods index has jumped by 59%. The index's underperformance is largely on the back of lackluster show by the private banks. In this, HDFC Bank has given returns of just 3% over a 1...