In this episode of Imperfect Show Finance, stock market expert V. Nagappan explores how the Nifty Bank Index is changing with the entry of two new banks and what this rejig means for Bank Nifty traders and investors. He breaks down why PSU bank stocks saw a sudden sharp fall and whether this is just profit booking or a deeper warning sign. The discussion also connects fresh PMI data to banking sector sentiment, credit growth, and overall market risk appetite. Nagappan further examines how regulatory and policy narratives like Sanchaar Saathi are shaping market psychology. By the end of the episode, viewers get a clear, practical view of how these developments may impact their portfolios.