chethan User: FinMarketGuy RBI starting rate-cut cycle after long time. Usually banks and NBFCs get first push when cost of funds drop. But large caps like HDFC Bank still sideways. Do you think Q4 earnings will show improvement?
chethan Reply – Trader_Manish Loan growth picking up slowly. Big banks look tired but NBFCs like Bajaj Finance may move faster. Need at least one more rate cut for trend confirmation.
chethan Reply – SimpleLogic PSU banks already ran a lot last year, so upside may be limited. Private banks still undervalued vs past average. I’m accumulating ICICI Bank on dips.
chethan Reply – Equity_Bird For me rate cycle shift is big theme. But global cues still matter. Better to stagger entries.