Samir Arora, Founder, Helios Capital, says some of the NBFCs should do well. Nobody’s touching micro finance companies right now. The three big companies did not do well over the last three years in terms of stock price performance – HDFC Bank, Kotak Bank, and Bajaj Finance. They all look good to us now.
Mutual funds reduces overall cash allocation by Rs 6,200 crore to Rs 2.17 lakh crore in May
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