PSU Banks Still A Buy? SBI, BoB & ICICI In Focus | Sudip Bandyopadhyay’s Market Strategy | ET Now

Описание: PSU Banks Still A Buy? SBI, BoB & ICICI In Focus | Sudip Bandyopadhyay’s Market Strategy | ET Now

In this exclusive ET NOW interaction, market expert Sudeep shares his bullish outlook on PSU banks, highlighting strong asset quality trends, credit growth momentum, and valuation gaps compared to private lenders.

He believes leaders like State Bank of India, Bank of Baroda, and Union Bank of India still offer long-term portfolio value despite the run-up.

Among private lenders, he remains constructive on ICICI Bank and Axis Bank, while seeing valuation comfort in Bandhan Bank amid improving asset quality trends.

The discussion also covers the metals sector, with a positive long-term view on names like Vedanta and Hindustan Zinc, citing a secular upcycle and potential value unlocking.

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