Private Banks, NBFCs & Defence Stocks Attract Investor Interest

Motilal Oswal Financial Services (MOFSL) strategist Rahul Shah highlighted that private sector banks, non-banking financial companies (NBFCs), housing finance companies (HFCs), and select defence stocks such as Bharat Dynamics and Bharat Electronics Limited (BEL) are currently drawing strong investor attention. According to Shah, the optimism stems from good earnings guidance, healthy balance sheets, and a favourable risk-reward profile across these sectors. Private lenders like HDFC Bank and ICICI Bank are benefiting from robust loan growth and stable asset quality, while NBFCs and HFCs continue to capitalise on sustained credit demand and improving funding conditions. Defence sector names, including Bharat Dynamics and BEL, remain in focus as India’s push for indigenous defence manufacturing and higher government spending continues to provide a structural growth opportunity. Market experts believe these themes will likely remain attractive to both domestic and foreign institutional investors in the near term, as the sectors demonstrate resilience amid global macroeconomic uncertainties. SEO Keywords: PRIVATE BANKS | NBFC | HFC | DEFENCE STOCKS | HDFC BANK | ICICI BANK | BHARAT DYNAMICS | BEL | INVESTOR INTEREST | MOTILAL OSWAL | RAHUL SHAH | INDIAN STOCK MARKET - MarketForesee Research Desk ----------------------------------------------------------------------------------------------------------------------- PRIVATE BANKS | NBFC | HFC | DEFENCE STOCKS | HDFC BANK | ICICI BANK | BHARAT DYNAMICS | BEL | INVESTOR INTEREST | MOTILAL OSWAL | RAHUL SHAH | INDIAN STOCK MARKET