Q1 Earnings Beat Expectations: Ambareesh Baliga Bets Big On These Bank Stocks

India's Q1 earnings season has started on a positive note, with several companies reporting results ahead of market expectations. Ambareesh Baliga, Market Analyst, believes the lower earnings expectations have worked in favour of the market, increasing the chances of positive surprises. He expects healthy corporate earnings, along with a favourable monsoon, to act as key catalysts for equities in the coming weeks. Among financial stocks, Baliga remains positive on HDFC Bank, ICICI Bank, and Axis Bank, citing encouraging early trends from the banking sector. Watch the full discussion for his market outlook and top stock picks.