Indian equity markets are in a wait-and-watch mode, awaiting clarity on tariffs and the Union Budget’s capital expenditure focus. CIO-Equities Chakri Lokapriya highlights selective opportunities in sectors like IT, metals, and banking, while advising caution on insurance and quick commerce due to persistent competitive pressures and margin concerns.
Microfinance sector shows signs of recovery as NPAs stabilise in Q3
Microfinance lenders are showing signs of recovery after a prolonged bad loan cycle. Leading institutions like Bandhan Bank, Ujjivan Small Finance Bank, and CreditAccess Grameen