Neuberger Berman backs private banks, AI capex cycle

Neuberger Berman's Conrad Saldanha highlights private banks as India's next big opportunity. He maintains a positive outlook, citing sustained momentum in the AI capex cycle. The view reinforces confidence in India’s financial sector and long-term growth themes. Institutional interest could drive F&O activity in banking stocks.

📊 STOCKS: | 🏢 SECTOR: Banking | #MEDIUMIMPACT #Banking