Synopsis
In the last eight months, every time the markets have moved up, bank stocks have invariably been among the top gainers. Large private sector banks, which were underperformers for a long phase of over three-and-a-half years, are among the current outperformers. So now, stick with these stocks even if there is some bad news. The Q4 earnings season numbers for banks showed a decline in margins. This might appear to be negative to many, but was on expected lines.
Over the next few months you will hear news of how bank margins have come under pressure. If that is something that causes you tension, better not to read on.The fact is that, whenever the interest rate cycle turns down, there is a phase when banks see some margin compression. So it is a cyclical phenomenon. But it is also a very well known fact; and it does not change the macro story about why banks should be a part of your portfolio. And the
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