NBFCs poised to outperform in easing rate cycle: Sandip Sabharwal

January 20, 2026

Market expert Sandip Sabharwal highlights banking sector challenges with deposit growth and liquidity. NBFCs show promise, with specific names mentioned. The QSR space faces subdued consumer demand, leading to mergers and investor exits. Future performance hinges on demand revival and cost management. This analysis covers current trends and future outlooks.

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