Banking versus auto chatter is shaping Indian stock allocations in 2025. A flurry of posts flags ICICI Bank as a hold and hints at moves into Mahindra & Mahindra, while Endurance Technologies is pitched as a strong auto components case. [1]
ICICI Bank vs Mahindra & Mahindra — In the discussions, ICICI Bank is seen as a hold, with some investors weighing a shift into Mahindra & Mahindra as GST reforms buoy auto demand. The banking space is viewed as delivering moderate returns until deposit dynamics improve. [1]
Endurance Technologies — The auto-components story centers on Endurance Technologies. Rakesh Bansal recommends the stock, spotlighting a 25-plant footprint (18 in India, 7 in Europe), ~₹11,560.8 crore FY25 revenue, and DSIR-approved R&D. It’s diversified into embedded electronics and battery-management systems, with major OEM ties to Stellantis Group and Volkswagen Group. [2]
Banking sector trajectory — A broader look at India’s top banks’ decade-long growth is captured in a visual, underscoring a long-running expansion that could influence retail versus institutional bets in 2025 allocations. [3]
Closing thought: keep an eye on rate moves and funding dynamics to gauge where allocations tilt next year.
References
Icici Hold or sell
Discusses ICICI Bank hold; increases M&M/Maruti allocations; banking risk, auto momentum; mentions CanBank, Union Bank, Kotak moves, Tata Motors noted.
View sourceEndurance technologies
Rakesh Bansal recommends Endurance Technologies; Indian auto components maker with Europe plants, OEM ties, diversified products and DSIR-backed R&D support.
View sourceHow India’s Top Banks Have Grown Over the Last Decade
Examines growth of India's top banks over the last decade, implying stock-level insights on banking sector performance.
View source