How does it matter to IDFC First? Banks should be worried about credit worthiness and solvency of its customers and and I dont think even the research paper questioned the solvency of Adani entities.
I dont think we should confuse a question on market capitalization as a question on solvency/ credit worthiness.
AJ
Disclosure: Invested in IDFC First from lower levels. No exposure to Adani group entities.
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