“The last several years has been largely retail-led credit growth but we expect the corporate credit growth to pick up. Anyway with higher inflation levels working, capital requirements are also going up. We are fairly positive on lenders as rising interest rates would be positive for their NIMs, at least in the initial part of the rate cycle. Financials is definitely a good space.”
F&O activity down up to 30% over Sebi regulations, more dip likely in 2025: Zerodha
Zerodha CEO Nithin Kamath observed a 20-30% decline in F&O activity since Sebi’s regulations were introduced. He anticipates a further dip in 2025 due to
January 2, 2025