Mahantesh Sabarad, suggests that the outlook for the banking sector could favour those banks that are better positioned in terms of their corporate banking vertical, as corporate banking is expected to show faster growth, even in terms of overall NIMs. Most banks have reported steadier or improved asset quality numbers. In terms of the private banking names, Sabarad suggests that banks like Kotak Bank and HDFC Bank are better positioned in personal banking and loans, whereas ICICI Bank and SBI are better in terms of corporate banking.
