India BFSI Strategy - The New Order: Motilal Oswal
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Motilal Oswal Report
The banking financial services and insurance sector enjoys the highest weights in the Indian equity market indices.
Over the years, the sector representation has been getting better outside pure banks with several new listings - non banking financial companies, small finance banks, life insurance, general insurance, capital market firms, wealth management firms, etc.
However, the large weight and the perennial dilemma still remains on how much to allocate within banks, and especially within banks itself – retail or corporate?
The BFSI sector has been through an unusually turbulent period in the past decade.
The growth slowdown coupled with asset quality stress resulted in big divergence in performance.
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