Bajaj Finance, which has underperformed in recent years, has a high potential to become an outperformer. This is due to its robust balance sheet growth, controlled asset quality despite growing pressures, and the possibility of a monetary easing cycle. Investors may find established NBFCs like Bajaj Finance, L&T Finance, and M&M Finance to be promising investments for 2025.
Geopolitics, crude risk and the IT conundrum: Sridhar Sivaram on why investors may need to stay selective
Geopolitical tensions in West Asia are creating market uncertainty, impacting energy supplies and capital flows. While Indian equities have shown resilience, prolonged conflict could significantly