The creator advises reducing large positions in PSU banks due to concerning borrowing and deposit growth trends and a downgrade from Goldman Sachs.
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StockPro | PSU Banks Borrowings Up 29% While Deposits Grow Only 10.7% — What This Means
Sep 3, 2026
The creator discusses a divergence in borrowing and deposit growth between PSU banks and private banks in India. PSU banks are borrowing significantly more while their deposits grow slower than private banks. This trend, coupled with a shrinking share of system deposits, suggests potential risks for PSU banks if liquidity tightens or borrowing costs rise. The creator advises reducing large positions in PSU banks and mentions Goldman Sachs' 'buy' rating on private banks and 'sell' rating on PSU banks.
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