The microfinance sector is prioritizing asset quality stabilization and cautious credit expansion, implementing guardrails like limiting lenders per borrower to three and capping household loan exposure at ₹2 lakh. These measures have led to a stabilizing portfolio and consistent repayment behavior, with gross loan portfolio contracting and short-term delinquencies falling.
Private banks, energy and telecom look attractive amid market swings: Rahul Shah
Amidst global uncertainty, market volatility presents opportunities for long-term investors, according to Rahul Shah. He highlights mispricing as a chance to build portfolios, favoring resilient