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.
US debt crisis fuels de-dollarisation talk; may boost emerging markets: Puneet Pal
The growing U.S. debt and fiscal deficits are sparking de-dollarisation conversations, potentially benefiting emerging markets like India. While immediate outflows from U.S. bonds are limited,
July 30, 2025