ETMarkets Investors’ Guide: Bank stocks rally a sign of ‘ache din’ ahead? | The Economic Times Podcast

Hello, you have tuned into ETMarkets Investors’ Guide, a show about asset classes, investment ideas and market trends. I am Nikhil Agarwal.

As the metals rally took a break last week, investors lapped up bank stocks with both hands. Bank Nifty shot up 7.5 per cent and gave double-digit returns compared with the benchmark indices during the week. Due to their sheer weightage in Nifty50, it appears almost impossible for the index to scale new highs without a solid rally in bank stocks.

Is the demand for bank stocks a sign of ‘ache din’ ahead on Dalal Street? Or will you be jumping the gun to ignore concerns over asset quality and growth? In today’s special podcast with independent market expert Rajiv Nagpal, we throw the spotlight on bank stocks. Listen in.

Welcome to the show Mr Nagpal.

1) What’s behind the rush to buy bank stocks? Does the rally in Nifty Bank look sustainable in the next few weeks?

2) Do you think bank stocks are the best recovery bet in the current scenario?

3) What kind of stress from the second wave of Covid do you see ahead for banks, as indicated during management concalls?

4) Does it also make sense to explore NBFCs at this point? Or do you think the risk-reward ratio isn’t very favourable here?

Thank you Mr Nagpal. That’s all in today’s special podcast but do keep checking this space for more such interesting content and our daily market podcasts. Good bye!

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