Following the RBI’s restoration of risk weights, bank lending to NBFCs has slowed significantly, growing only 2.6% in the first four months of FY26. Banks are particularly cautious towards smaller NBFCs with high exposure to microfinance and unsecured loans.
Is the smallcap rally a trap? Only 37% of stocks are outperforming their benchmark
India’s recent smallcap surge indicates that less stock is outpacing the benchmark index, revealing a narrowing group of successful stocks boosting overall returns. Conversely, largecap
August 25, 2026