Anshul Saigal of Saigal Capital anticipates a breakout in Non-Banking Financial Companies. Regulatory actions have tempered NBFCs, but regulators aim to boost them. Housing finance and general lenders are expected to perform strongly. Manufacturing is experiencing a surge, driven by the Atmanirbhar Bharat initiative and the China plus one strategy. This sector is poised for significant growth and wealth creation.
Groww’s Ishan Bansal sees structural shift in derivatives participation post regulatory changes
Derivatives business faces a structural reset post FY25 regulatory changes, with growth now driven by a smaller but stable customer base, increased market volatility, and