Indian Equities Face Tough 2026, PSU Banks Offer Hope: Systematix Group
Market
C
CNBC TV18•24-01-2026, 13:08
Indian Equities Face Tough 2026, PSU Banks Offer Hope: Systematix Group
- •Systematix Group predicts a volatile 2026 for Indian equities due to weak top-line growth, consumption pressure, and export challenges.
- •Market data indicates a difficult environment with modest sales growth for large companies and only 3-4% consumption volume growth.
- •Nikhil Khandelwal favors PSU banks, citing improved execution, credit quality, and market share over the last 18 months.
- •PSU banks like Bank of Baroda and Union Bank of India show strong loan growth potential and attractive valuations.
- •Small finance banks (SFBs) are also promising due to diversified lending, structural shifts, and potential universal bank upgrades.
Why It Matters: Indian equities face a challenging 2026, but PSU banks and small finance banks present strong investment opportunities.
✦
More like this
Loading more articles...
