Скачать или смотреть "PSU Banks at an Inflection Point, FII Underweight on India May Reverse in 2025” – JP Morgan |ET Now

"PSU Banks at an Inflection Point, FII Underweight on India May Reverse in 2025” – JP Morgan |ET Now

JP Morgan’s Head of India & APAC Equity Strategy Rajiv Batra shares his exclusive market outlook amid rising volatility, FII outflows, and PSU banking pressure.

He explains why PSU Banks remain a tactical buy despite the FDI uncertainty, how loan growth, cheaper valuations, and policy tailwinds could trigger a rerating, and why India’s stretched PEG ratio earlier made it “uninvestable.”

#etnow #jpmorganindia #psubanks #indianstockmarket #fiiindia #niftyoutlook #marketvolatility #indiagrowth #bankingstocks #rbi #stockmarketnews #businessnews


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