Share of new-to-credit customers rises to 50% in June 2026 from 24% in June 2016: TransUnion CIBIL-FIDC report
NBFCs now account for half of India’s new-to-credit (NTC) borrowers, up from 24% in 2016, according to a TransUnion CIBIL-FIDC report covering about 2,000 NBFCs.
Large caps face investor apathy, mid and small caps fuel euphoria
Investor sentiment towards large-cap stocks is currently apathetic, despite improved valuations in the market. Retail investors are increasingly enthusiastic about mid- and small-cap stocks, enjoying recent positive developments in those sectors. The ongoing West Asia conflict and declining stock prices contribute to investor despair among large caps. Meanwhile, small and mid-cap sectors attract retail investors […]
Bajaj Finance set to mop up Rs 17,500 crore via QIP, warrants
Bajaj Finance intends to raise ₹17,500 crore through share sales and warrants to fuel its growth. The company’s board approved plans for ₹11,700 crore via a qualified institutional placement and ₹5,800 crore through warrants for its promoter. A shareholder meeting will be convened to approve the proposed QIP. This marks the first major fundraising effort […]
AI earnings shield US stocks, but bond risks rise: Jefferies’ Wood
US equities have largely remained strong, aided by robust earnings growth driven by the AI capital expenditure cycle. Rising bond yields and geopolitical tensions, however, are beginning to impact investor sentiment negatively. Analysts are concerned about the sustainability of the AI capex cycle and its expected returns. Additionally, there is a realization that G7 government […]
Anup Bagchi’s big test at HDFC Bank is winning back investor trust
Incoming HDFC Bank CEO Anup Bagchi’s immediate task is to restore investor confidence by improving execution and governance, as the bank’s loan growth and return on equity have fallen towards industry averages.
More than half of mid-to-large cap companies fail to deliver returns in 2026
More than half of India’s mid-to-large tier companies with market capitalisation above ₹1,000 crore have faced losses in 2026. Eight companies have experienced significant market cap erosion, affecting investor sentiment. Factors such as regulatory issues, funding costs, and margin pressures contributed to these declines. Foreign portfolio investors have sold a substantial amount of Indian equities […]