Retail lending growth slows in Q4 FY24, while bank lending to NBFCs moderates. The share of bank lending to NBFCs decreases, indicating a shift towards balanced credit practices for financial stability.
Vikas Khemani of Carnelian Asset Management outlines his investment strategy amid market volatility. He favors mid and large-cap stocks, with selective contra plays like IndiGo.
Domestic mutual funds bought banking stocks worth Rs 38,000 crore in March, countering heavy FII selling of Rs 60,655 crore during the Iran war selloff.
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