Within the NBFC space, there are a few key opportunities where there is market share gain. These NBFCs are operating in niche segments and therefore look attractive, says Executive Vice President, Fund manager & Head-Equity Research, Kotak Mutual Fund.
The index aside the broader market is the one where the real story is and we have been talking about how the two-wheeler space has got a fresh lease of life after the finance minister hinted at a GST cut. How are you viewing this move this close to the festive season?
