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Friday’s policy support reduces competitive intensity for deposits, but use of internal gauges for loan pricing and a higher proportion of short-duration liabilities give some state-run banks profitability edge through the initial months of a benign-rate cycle.

Rates, more than CRR lifeline, will help sustain rally in PSU banks

Indian public sector banks wrote off ₹42,035 crore in loans during the first half of the current fiscal year, with SBI, PNB, Union Bank, and Bank of Baroda leading the way. The finance ministry clarified that these write-offs don’t waive borrower liabilities, and recovery efforts continue. Total write-offs for 2023-24 reached ₹1.14 lakh crore, slightly lower than the previous year.

PSB loan write off in H1 FY25 at Rs 42,000 cr

The Indian finance ministry has directed public sector banks to organize annual hackathons with academic institutions like IITs to bolster cybersecurity and fintech innovation. These hackathons will focus on critical areas such as fraud detection and user authentication. This initiative complements ongoing efforts by individual banks and the RBI to combat financial fraud, particularly involving mule accounts.

Eye on cybersecurity, PSBs told to conduct hackathons annually

Among the various measures SEBI has introduced recently, only the one concerning weekly options has been implemented so far. Notably, after a “sell on rallies” approach for most of November, the December series has shifted to a “buy on dips” strategy, fueling more risk-on trades as the series progressed. This partly explains the sharp movements seen on expiry day, said James

Nifty PSU Bank index may rally 5-6% in near term: Anand James

RBI Monetary Policy: The recovery in domestic indices was majorly supported by banking counters. Top gainers in the 30-share BSE Sensex pack were ICICI Bank Ltd, Axis Bank and State Bank of India (SBI). Sub-index-wise, Nifty PSU Bank, Nifty Private Bank and Nifty Bank gained up to 1.15 per cent.

RBI policy: Two reasons why banking stocks are rising today

Banking stocks were in focus on Friday after RBI slashed the cash reserve ratio (CRR) by 50bps or 4 per cent. The Central Bank has kept the repo rate unchanged at 6.5 per cent and maintained its neutral stance.

RBI Policy: PSU Bank stocks gain as RBI cuts CRR by 4%

This model enables detection of mule bank accounts in an efficient manner and a pilot with two large public sector banks has yielded encouraging results.

RBI Arm Pilots AI Based Solution To Detect Mule Accounts

RBI Governor Shaktikanta Das on Friday reduced the cash reserve ratio (CRR) to 4% in two phases, aiming to address liquidity deficits caused by rupee depreciation and capital outflows. While there was no rate cut, the CRR reduction sparked a 2% rally in bank stocks, particularly benefiting low-float PSU banks, as it boosts lending and supports net interest margins (NIMs).

RBI fires Rs 1.16 lakh crore lifeline for banks. What it means for stock market investors

UCO Bank led PSU banks, rising 2.8% to Rs 51.10, followed by Canara Bank up 2.4% at Rs 110.75, and Bank of Baroda gaining 2% to Rs 264.95. SBI rose 1.2% to Rs 875.50 post-RBI’s policy decision. Among private banks, Axis Bank gained 2% to Rs 1,189.4, while ICICI Bank was up 1% at Rs 1,347.

Bank stocks rally up to 2% after RBI cuts CRR to 4%

Market expert Rahul Sharma sees Nifty reaching 24,800, fueled by strong banking and financial stocks. Private banks like ICICI and HDFC offer momentum plays. PSU banks provide better long-term value. Sharma recommends a basket of L&T, NTPC, Bharat Electronics, UltraTech Cement, and Siemens, anticipating a capex revival. CDSL and BSE offer profit-booking opportunities, while Angel One shows further upside potential.

Banks & financials likely to generate alpha & lead market in next 8-10 sessions: Rahul Sharma

Market expert Ajay Bagga recommends short-term investments in public sector banks, railways, and defense stocks in the 60 days leading up to the Indian Budget. He anticipates a pre-budget rally in these sectors, followed by a potential tapering off. While acknowledging the growth of OTT platforms, Bagga finds the movie exhibition space too small and dependent on blockbuster hits.

There’s 60-day window to get into the public sector, railways, and defence stocks before budget: Ajay Bagga

Mirae Asset Nifty PSU Bank ETF aims to track the performance of the Nifty PSU Bank Index, focusing on public sector banks.