How RBI’s liquidity measures are reshaping bank stocks – experts

While the Nifty Index gained 8.8% in 2024, the Bank Nifty lagged with a 5.5% increase. However, 2025 has seen a reversal, with the Nifty up just 2.7%, while the Bank Nifty has surged 8.6%. So, are Indian banks on the path to regaining their pre-2013 growth levels of 20% and 4% margins? Or is the current optimism simply a reprieve from last year’s strained conditions? To discuss this, CNBC-TV18 spoke to Dinesh Khara, Former Chairman of State Bank of India; Suresh Ganapathy, MD and Head of Financial Services Research at Macquarie Capital; and Ashish Gupta, CIO at Axis AMC.

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