Sunny Agarwal of SBI Securities expects a strong Q4 for banks, driven by healthy deposits and improving credit trends. He finds HDFC Bank attractive after the correction, with growth set to pick up. Among PSU banks, Bank of Baroda, Bank of Maharashtra and Indian Bank stand out. In IT, downside looks limited with AI-led opportunities ahead. He prefers mid-sized jewellery players, while remaining cautious on oil marketing companies amid crude uncertainty. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
