Despite challenges in unsecured retail and microfinance segments, the banking sector’s outlook remains positive, supported by robust fundamentals and operational efficiency. Credit growth for FY25 is projected at ~11%, with an improvement to ~12.5% expected in FY26, reflecting the sector’s resilience and sustained demand across key segments.
Like cricket, new crop of entrepreneurs coming from small towns; focus on domestic stories and bottom-up stock ideas: Nilesh Shah
Nilesh Shah of Kotak AMC emphasizes focusing on resilient companies with reasonable valuations amidst global uncertainties. He highlights India’s strong IPO pipeline driven by entrepreneurs
August 11, 2025