IDFC First Bank’s CEO, V Vaidyanathan, reveals stress in the microfinance sector due to multiple adverse events. Despite rising delinquencies, IDFC First fares better than peers. A significant write-off on an infrastructure loan is also highlighted. However, robust deposit growth and overall portfolio health indicate resilience and continued growth prospects.
How investors can use thematic funds to boost portfolio returns
Thematic funds focus on investing in firms associated with particular long-term trends, aiming for potential alpha returns. They entail a greater concentration risk when compared