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“My sense is banking is one sector which is now starting to look incrementally, very positive from these levels. If you see the last 12-15 months, banking stocks have gone nowhere because you had almost 75-100 bps of rate cuts and almost 40-50 bps of NIM pressure that they had to absorb, because of which, even the loan growth was in the 11-12% range.

My sense is Q4 should be the bottom of NIMs for all the banking stocks, and given the fact that deposits typically are in that average tenure of 12-14 months, a lot of deposits will also come for repricing in Q4 in that sense. So, we will have a strong uptick in NIMs from Q1 onwards, for a lot of private sector banks.

And if you look at valuations for most of the private sector banks, things are now below two times price to book, which had rarely been the case if you see the history of the last three to four years. So, my sense is that from here on, banking should perform well. We should expect 12 to 15% upside in a lot of private sector banks from here on.”

“From a trading perspective, possibly you could look at Ola Electric. I just hope that this is the last of the bad news and controversies. Because whenever there has been positive news, there has been a major controversy afterwards. They launched the Giga Factory, and after that, we saw that they lost a major market share.

Their inverter launch happened, which was extremely positive, but then, along with that, came the suicide of an employee, which became a major controversy. Then they launched, like new scooters with the new battery pack, and they got the senior team to ensure customer satisfaction in cleaning up the service issues.

Then came the selling by the promoter. So, I just hope that this is the end of the controversies, and the stock has corrected hugely. We have seen levels closer to ₹160-170, and after that, we’ve seen this sort of a correction. But, in case it dips, move from here, then I think the story is over.”

“The Pune expansion has generated some interest in the Max Healthcare stock. But then, if you’re talking of the hospital sector, I will still be more bullish on something like Apollo Hospital as compared to Max. Max has corrected well in the last three to four months, and because of this Pune news, we could see some bounce back. But then, if you’re looking at a longer-term investment, then I suppose one should be looking at Apollo Hospitals.”

Nifty Closes Above 25,950, Over 40 Stocks End Higher

Midcap Index Outperforms, Market Breadth In The Favour Of Advances

Sensex Rises 448 Points To 84,929 & Nifty 151 Points To 25,966

Nifty Bank Gains 156 Points To 59,069 & Midcap Index 718 Points To 60,310

Pharma Stocks Close Higher After President Trump Signs Biosecure Act, Laurus Labs Up 3%

Nifty IT Ends With Minor Gains After Accenture Maintains Guidance

Shriram Finance Jumps Nearly 4% As MUFG Invests $4.4 Bn For 20% Stake

Piramal Fin Gains Over 4% After Co Announces To Sell 14.72% Stake In Shriram Life Ins For `600 Cr

Lenskart Jumps 14% After Macquarie Initiates Coverage With an Outperform Call

NBCC Gains 5% After Co Bags Order Worth `179 Cr From IIM, Sambalpur

Aeroflex Ind Rises 9% After Bd Approves Fund Raise of Up To Rs 55 Cr Via Pref Issue, `98 cr Capex

BLS Intl Svcs Gains 3% After Delhi High Court Sets Aside MEA Debarment

Ola Electric Gains 10% After Management Says Promoter Stake Sale Concludes

Bandhan Bank Gains More Than 3% Following Exit From F&O Ban

NSE Advance-Decline Ratio At 2:1

Market Ends Largely In The Red, Nifty Slips 0.3%, Sensex Down 0.4%

Midcap Index Ends In The Green After Gains In Friday’s Trade

PSU Banks Are Biggest Outperformers With Sectoral Index Rising 1.5%

Over 30 Nifty Stocks Post Losses, Axis Bank, JSW Steel, and Eternal Are Top Losers

InterGlobe Aviation, Shriram Fin, Tata Cons, Infosys are the top Nifty Gainers

IOB, SAIL, Cummins, AB Capital, Zee Ent Are Top Midcap Losers

M&M Fin, Ashok Leyland, Tata Elxsi, Bharti Hexacom Are Top Midcap Gainers

“Stock appears a bit oversold on our daily chart. Currently trading at ₹3,350, we feel that a sustained move about ₹3,400 because broader markets are participating now, so move about ₹3,400 could trigger a recovery, maybe towards ₹3,700 or ₹3,800 or maybe higher.

So strategy would be for trading perspective, continue to hold with the strict stop loss of ₹3,150, because it seems that the trader has bought this share in near term only so when the prices were somewhere near to ₹3,500 so as of now, if it’s a trading bet, then hold with the stop loss of ₹3,150, above ₹3,400 once it start trading, then there could be a recovery towards ₹3,800.”

“Our stake is also positive on CDSL. The long-term outlook remains positive, supported by increasing market participation and higher transaction volumes. But on the technical front, short-term support is placed somewhere near the ₹1,450 to 1,400 zone, and currently it is quoting somewhere near ₹1,500, so as long as the support remains unbreached, we feel that the stock stays in a relatively safe zone.

Above ₹1,550 once it starts trading, then there could be a possibility of a strong bounce in the counter, maybe towards ₹1,650 or 1,700. So yes, as of now, one can buy this stock, but if at all they want to keep a stop loss, at ₹1,400 can be an ideal level.”

“It’s a small-cap with volatile earnings. I would believe that their numbers are going to be volatile because they are impacted by their government, largely by government orders.

They are into seismic surveys. If you saw the numbers after a very good FY24, FY25, the first half has been pretty subdued. I would say book half the profits. There is some bounce that is coming, but you can keep a stop loss and then try to capture or get in at lower levels, or exit, and take a call after a couple of months. But as of now, I would suggest half should be booked.”

“CDSL is a long-term holding story. You can add it to your long-term portfolio. I would suggest one can buy, but stagger it over the next six months, because in terms of your valuations, it’s not cheap. However, I believe it has managed to maintain its 80% market share. So you keep adding to the portfolio and add it in phases.”

“For 2026, I have a contra theme to play for, and that is IndusInd Bank. It offers a very good opportunity to enter at current levels. Again, valuation comfort is huge out there. The other stock is Tata Motors Passenger Vehicles.

I think the problem with the software thing is through now, and the JLR sales are likely to pick up going forward with a lower interest rate design. Now, even the UK has cut the interest rate, so that is going to help them. And the third is from the defence basket. That is the HAL.

Last year, HAL went flat, I think 2026 again, as execution picks up and the order book has already swelled, you can have a good, long runway out there. So these are the three contra price action-wise themes, where valuation comfort is there and which we are playing out for 2026.”

“From the time Shriram Finance was to be included in the Nifty, it has seen multiple re-ratings continuing, and the road ahead is also likely to be a re-rating road for this NBFC. The reason it was valued cheaply earlier was that its growth rate was not as high as that of Bajaj Finance or other larger competitors. Even the ROEs were low. It was 15%, kind of an ROE, whereas the other two were giving you in excess of 20%, kind of an ROE.

Now with this cheaper capital coming in from MUFG, these ROEs, because of the lower cost of funds, are going to improve. What is significant about Sriram Finance is that it was solely concentrated in a single business segment, which was vehicle finance. It has been looking to diversify. I know they have been hiring big time in the wealth management piece. So, we have to wait for clarity. But this stock will definitely entail multiple re-rating. I think it’s cheap. It is around two times the price to book currently, and it can go to 3.5-4 times the price to book, in line with their larger competitors, like Bajaj Finance and the other players in the market.

So yes, if you’re asking me whether this is a good time to enter for fresh investment, I think the answer is yes. One has to be patient. It can have some profit taking playing out in a couple of days, but it is likely to give you a significant price appreciation in 2026, as well as the sum of parts of the other business verticals, which will come into play, and their valuation gets discounted for.”Largest FDI In Financial Sector | #MUFG to invest Rs 39,620 crore in #ShriramFinance for 20% stake

2025: Global capital comes into the Indian Financial Sector ????

– Record amount of global capital into financial sector

– $11.8 bn of investment in banks & NBFCs

– Secondary… pic.twitter.com/99eqbUV4CS

— CNBC-TV18 (@CNBCTV18News) December 19, 2025

From The F&O Desk | Active Nifty Options: 25,900 & 25,950 Put; 26,000 Call

– #Nifty Put-Call Ratio: 1.16x@Nigel__DSouza with the F&O set-up in the final minutes of trade. #CNBCTV18News #FuturesOptions pic.twitter.com/TYVTvhTc1y

— CNBC-TV18 (@CNBCTV18News) December 19, 2025

One of the biggest names in the AMC business, the ICICI Prudential AMC made a blockbuster debut.

Aditya Birla AMC shares declined along with other AMCs.

A plan to encourage domestic production of rare earth magnets has been announced by the Ministry of Heavy Industries. Incentives under the programme will not exceed ₹2,150 per kilogramme of sintered NdFeB magnets. Sales-linked incentives, which have a ceiling of ₹645 crore to ₹1,290 crore, will only be paid out following the commissioning of manufacturing capacity.

Following a decline in October, India’s merchandise exports saw a robust recovery in November, increasing 19.37% year over year to $38.13 billion. In contrast, imports fell 1.88% to $62.66 billion, bringing the trade deficit down to $24.53 billion—its lowest level in five months and a dramatic reversal from the record $41.68 billion difference in October.

Announced facilities expansion for the manufacturing of liquid cooling skids for data centres

Expanded capacity can  add approx ₹250 crore to topline

Growth rate will continue at similar rates in past few years

De-risking company from tariffs as increasing focus on domestic market

Expect Q4FY26 to continue to show improvement in financials

On Friday, the Delhi High Court asked the Customs department to respond to a request made by InterGlobe Aviation, the company that runs the IndiGo airline, for a reimbursement of almost ₹900 crore that was paid in customs duty on aircraft engines and parts that were re-imported into India following repairs abroad.

IBM pledged on Friday to train 50 lakh students in cybersecurity, quantum computing, and artificial intelligence in India by 2030.

The programme aims to increase employability and access to digital skills for adult learners and students nationwide. It will be implemented through the company’s learning platform, SkillsBuild.

According to figures released by the income tax department on Friday, December 19, net direct tax collection increased by 8% to over ₹17.04 lakh crore between April 1 and December 17 as refund issuances decreased.

Economists all agreed that the policy rate would move by a quarter point to 0.75%, but traders were frustrated by the absence of strong indication regarding when the Bank of Japan may tighten policy once more. The yen dropped as much as 0.6% to 156.44 versus the US dollar as a result.

The yield on Japan’s 10-year government bonds reached its highest level since 1999, and the yen depreciated as the central bank’s policy direction remained unclear even after it announced a widely anticipated increase in interest rates.

On Friday, December 19, NBCC (India) Ltd announced that it had been awarded a ₹179.37 crore work order to provide project management consulting (PMC) services for the Phase-II infrastructure development of IIM Sambalpur’s permanent campus.

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