Positive impactCorporate Action
Julius Baer’s Rupen Rajguru bets on cheap banks and high-growth stocks
CNBC-TV18 1 hr ago·28 Sept 2026, 10:14 am
Julius Baer India’s Head-Equity Investments, Rupen Rajguru, is advising investors to look for value in two distinct areas of the market. He suggests a 'barbell strategy' that pairs two different types of opportunities: cheap, derated private banks and high-growth capital goods, capital-market, and manufacturing businesses.
This approach aims to balance risk by combining defensive banking stocks with aggressive growth plays. It suggests that while traditional large-cap stocks may be expensive, there are pockets of value in the private banking sector and significant upside potential in high-growth industries.
Investors should monitor the performance of private sector lenders and high-growth manufacturing firms to see if they can sustain their recent momentum. This strategy highlights the importance of diversification and finding value in different market segments.
Key takeaways
- Category: Corporate Action.
- AI reads the tone as positive (potentially bullish) for the stock.
- Assessed as a significant, market-relevant update.
Why it matters
A meaningful update worth tracking. The tone is positive — historically associated with upward pressure, though not predictive. Use the price and stock snapshot to gauge how the market is responding.
