India BFSI Strategy - The New Order: Motilal Oswal

Indian two thousand rupee banknotes are arranged for a photograph in Mumbai. (Photographer: Dhiraj Singh/Bloomberg).

India BFSI Strategy - The New Order: Motilal Oswal

BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.

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.

Click on the attachment to read the full report:

Motilal Oswal Strategy -Banking.pdf

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