Buy shares in major Israeli banks (Bank Leumi: LUMI.TA, Bank Hapoalim: POLI.TA, Mizrahi-Tefahot: MZTF.TA, Discount Bank: DSCT.TA) during Bank of Israel rate-hiking cycles. Israeli banks have concentrated NIS deposit books with significant exposure to variable-rate loans — when the BoI raises rates, net interest margins (NIM) expand almost immediately as floating-rate loans reprice upward while fixed-rate deposits reprice more slowly. This NIM expansion translates directly to higher earnings per share, making Israeli banks among the most rate-sensitive equities on TASE.