Nithin Kamath warned that surging Margin Trading Facility (MTF) exposure, fueled by aggressive leveraged bets in illiquid mid and small-cap stocks, poses a major systemic risk. He fears sharp market corrections could leave brokers unable to liquidate collateral, leading to significant bad debt.
Execution and balance sheet strength will decide EMS sector winners: Praveen Sahay
Investors are now prioritizing financial discipline in the electronics manufacturing services sector. Companies are expanding and investing heavily, leading to increased focus on cash flows