Housing finance companies face challenges. Public sector banks aggressively price mortgage rates. This squeezes HFC margins. Loan disbursals grow, but AUM doesn’t keep pace. Borrowers are shifting loans. Bajaj Housing Finance saw a profit decline. LIC Housing Finance also feels the rate war. Competition is intense, impacting even large players. Margin pressure is expected to continue for a while.
HDFC Bank, Bharti Airtel among 10 largecap stocks with up to 35% upside potential. Check list
Brokerages remain optimistic on select largecap stocks despite rising geopolitical risks and inflation concerns. Stocks across banking, telecom, auto and infrastructure sectors offer upside potential