Banking stocks Which ones to bank on

Last year, no one wanted to touch them. By May, they were the market’s favourite ‘value’ picks.

In September, they were back to where they started.

That’s been the story of banking stocks in the last few months.

But despite their wild swings, with banks making up 10 per cent of the investment universe, they are hard to ignore.

So, with ‘taper’ fears behind us and the RBI telling us clearly where rates are headed (Up!), we think some banking stocks are now worth a fresh look. They aren’t the cheapest ones in the market.

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