Banks & Nifty Bank Ahead of Policy & Budget

fireboltt

[03-Dec-2025] – User: BankWatcher_84
“Looks like Nifty Bank is inching up. With Reserve Bank of India (RBI) monetary-policy review due around 5-Feb-2026 and budget likely first week of Feb too, many banking stocks (like SBI / ICICI Bank / Axis Bank) may get a boost. But interest rates and global bond yields rising — could spoil party. Who’s buying dips now for bank-heavy portfolio?”

fireboltt

Reply – User: ConservativeInvestor
“Good question. Personally I’m holding SBI and some small PSU bank stocks bought at 420–430 range. If RBI cuts repo or gives positive guidance, bankers may rally. But if rates stay high, loan growth may slow — better to keep moderate exposure only.”

fireboltt

Reply – User: SwingTrader_Raj
“I’m playing small position in ICICI Bank futures — using tight stop-loss. Volume is increasing last 3 trading sessions, so maybe good short-term trade till budget. But won’t hold beyond 15-Feb-2026.”

fireboltt

Reply – User: LongTermGuru
“For long-term horizon (6–12 months), banks still look undervalued compared to global peers. If credit growth picks up after budget, and inflation eases, banking stocks could outperform. But yes, need to watch RBI announcements and macro data carefully.”