Bajaj Finance, which has underperformed in recent years, has a high potential to become an outperformer. This is due to its robust balance sheet growth, controlled asset quality despite growing pressures, and the possibility of a monetary easing cycle. Investors may find established NBFCs like Bajaj Finance, L&T Finance, and M&M Finance to be promising investments for 2025.
Portfolio strategy now needs rebalancing; avoid chasing froth: Jigar Mistry
Jigar Mistry of Buoyant Capital discusses the Indian market’s potential upswing, cautioning against oversimplification due to global factors like tariffs and recessionary pressures. He highlights