Bank of India MF CIO Alok Singh sees banks poised for a re-rating. Here’s what could trigger it
A quarterly results development with market-wide reach.
19 Sept 2026 · Economic Times Markets
Bank of India Mutual Fund CIO Alok Singh sees scope for banks to re-rate as low NPAs, healthy returns and loan growth support fundamentals. He expects policy announcements and stronger business numbers to ease concerns around NIMs and FCNR flows, while capital goods, banking and metals could deliver stronger earnings momentum.
The analysis
Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
Why it matters
- Fund flows and NAV moves show where domestic retail conviction is actually going, month after month.
Market context
- Sector exposure: Banks, Metals & Mining.
In this story
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