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Private banks, tech and capex stocks look promising after market dip: Sandip Agarwal

Analysis of this story by et_markets · 11 Mar 2026, 10:26 AM IST (about 2 months ago)

BULLISH(90%)
sell
+43.9BankingInformation Technology

AI Analysis

The banking sector has recently seen declines (Context [4], [5], [6]), making current valuations potentially attractive for long-term investors as suggested by Agarwal. Focus on banks with strong asset quality and improving NIMs.

Trading Insight

Look for private banks with robust balance sheets and consistent credit growth; consider long positions with a stop-loss below recent support levels.
Quick check: HDFCBANK bearish bias (oversold), ICICIBANK bearish bias (oversold).

Key Evidence

  • Market volatility has created buying opportunities.
  • Valuations are now more attractive, supported by central bank liquidity.
  • Long-term investors can cautiously build positions.
  • Sectors like IT and private banks are showing promise.
  • Manufacturing and select pharma companies also present opportunities.

People in this Story

S
Sandip Agarwal

mentioned in article

analyst providing stock recommendations

Sources and updates

Original source: et_markets
Published: 11 Mar 2026, 10:26 AM IST
Last updated on Anadi News: 11 Mar 2026, 10:49 AM IST

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