Banking & Financial Services Sector Update By Emkay

Tagged: Emkay, Model Portfolio

This topic has 0 replies, 1 voice, and was last updated 9 years, 4 months ago by Vidhi Khanna.

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July 15, 2015 at 7:19 pm #2223

Vidhi Khanna
Keymaster

Asset financiers / investors are looking forward to a cyclical upturn with renewed optimism. However, the regulatory and competitive landscape for NBFCs is changing significantly, in our view. We believe NBFCs are entering an era, where growing at a healthy pace while maintaining profitability will be an arduous task. We prefer to play the up cycle with niche / small NBFCs with potential to achieve profitable market share gains.

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