Bajaj Housing Finance reported a steady Q4 performance with a 14% rise in profit to Rs 669 crore and 15% growth in NII. Strong loan expansion drove AUM up 23%, while asset quality stayed robust with GNPA at 0.27%. Operating efficiency improved even as provisions increased.
Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and China
Christopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India and China positioned