Two out of three loans in this sector are financed by Bajaj Finance. So, I believe Bajaj Finance is in a very favorable position, and I wouldn’t be surprised if the stock doubles in two years. The only thing we need to monitor is whether the company can guide credit costs and confirm that the worst is behind them.
Banks unlikely to reduce deposit rates despite RBI easing
Following the latest repo rate decrease, bankers foresee only slight adjustments to deposit rates. The landscape, characterized by sluggish savings yields and elevated credit-deposit ratios,
December 8, 2025