Completely agree with Sidharth.
I’ve talked to so many loan officers at multiple banks and the confusion who will win the gold war (whether the banks will withdraw to pre covid times) is more than ever.
Small Finance Banks have clearly discussed that they will be pursuing GL (read Ujjivan Small Finance Earnings call for this quarter for reference). But at the same time, reading Q4FY23 call of Ujjivan, you can figure out how confident Mr. Davis (smart guy) is about GL for FY24. So that kind of becomes a positive for Muthoot as well if the market itself looks so rosy.
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