Public sector stocks are experiencing a surge, with defence and power sectors showing promise due to robust order books and improving execution. While defence is a preferred long-term theme, experts express caution on oil and gas due to structural headwinds and see only tactical opportunities in IT.
Abakkus Flexi Cap Fund, backed by Sunil Singhania, significantly boosted its holdings in Urban Company and SBI in January 2026. The fund added substantial shares in Tata Steel, Emmvee Photovoltaic Power, NTPC, and Heritage Foods. It also introduced 26 new stocks, including RIL and Tata Motors, to its portfolio.
New RBI regulations will significantly alter how banks sell financial products, fund acquisitions, and lend to market intermediaries. Former SBI Chairman Dinesh Kumar Khara believes these moves, particularly stricter mis-selling norms and revised M&A financing rules, aim to enhance customer trust and domestic market development.
