PSU banks - I am down 40% on Union bank and 5% on Bank of baroda (have held it for 3 years). I will wait for the quarterly numbers before I sell. On the ground, economy is still solid and growing and NPAs are low, so any hit is 6 months away. They have already been hammered so much.
Looks like the Nifty call options are going to expire worthless. The Fed trade didnt work, it actually went the other way.