PSU Banks, Infrastructure & Auto Ancillaries: Where Does Expert See Opportunities Amid Rate Hikes?

PSU banks, infrastructure and auto ancillaries are emerging as key areas to watch amid changing interest rates and global uncertainty. Chakri Lokapriya, Managing Partner, RSB LLP, shares his outlook on banking stocks following recent RBI liquidity measures and explains why PSU banks remain well-positioned. He also highlights opportunities in infrastructure and power utilities, where strong growth could support valuations despite higher interest rates. The discussion examines risks facing textile stocks amid tariff uncertainty and weak growth, while identifying auto ancillaries as a promising export segment. Like, Share, and Subscribe to our channel, Business Today.