
With the BFSI sector witnessing renewed momentum, market experts remain bullish across private banks, public sector banks, and leading NBFCs. Rather than favoring a single segment, the strategy is to maintain diversified exposure across the financial space. Among NBFCs, Bajaj Finance and Shriram Finance stand out as preferred picks. In the PSU banking space, State Bank of India and Bank of Baroda remain top recommendations, while ICICI Bank and Federal Bank are the preferred private sector bets. Analysts believe these stocks are well-positioned to benefit from the next wave of buying in financials.