Banking Sector Outlook: Why Experts Are Bullish On Axis, IndusInd & PSU Banks

India's banking sector is showing strong momentum after robust Q1 business updates. Credit growth remains healthy, disbursements are strong, and both private and PSU banks are reporting solid business growth. However, slower CASA growth compared to deposits could put some pressure on net interest margins (NIMs), especially for private banks like HDFC Bank. Market expert Dharmesh shares why he remains positive on the sector, highlights his preferred banking stocks, and explains why buying on declines could be the right strategy for FY27.