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SHWETA DAPTARDAR
NBFCs to gain big; 25 bps RBI rate cut set to boost NIMs; LAP & home loan financiers to gain most: Shweta DaptardarIndia’s NBFCs are set to benefit from the RBI’s 25 bps rate cut and improved liquidity, with larger players and fixed-rate retail lenders e...- Rate cuts, GST benefits to fuel next leg of NBFC rally; earnings upside seen in H2 FY26: Shweta DaptardarGold loan players like Muthoot Finance are expected to see continued growth despite gold price fluctuations, driven by market leadership an...
- Home loans, gold loans and loans against property have picked up well for NBFC/HFCs: Shweta DaptardarElara Capital's Shweta Daptardar notes that while favorable macros exist, NBFCs are cautious due to sensitive unsecured and microfinance lo...
- Can HDB Financial Services maintain its momentum after a strong IPO listing?HDB Financial Services debuted strongly on the NSE at ₹835, a 13% premium over its IPO price. Despite closing slightly higher at ₹840.25, a...
- Liquidity surge to propel NBFCs with strong fundamentals: Shweta DaptardarRBI's relaxed lending norms, especially for gold loans up to 2.5 lakhs, positively impact gold financiers like Muthoot and Manappuram due t...
- Liquidity abundant, but regulatory curbs holding back NBFC growth ambitions: Shweta DaptardarGoing forward the larger, the bigger picture is while the liquidity has been strong in the system, and we are in a downward interest rate r...
- Microfin in major crisis with near-2x NPA surge; Joint-liability lending model on shaky groundIndia's microfinance sector is facing a severe crisis as delinquency rates have surged, with gross NPAs reaching 16% in FY25. This rise has...
- Microfinance recovery at least 2 quarters away; Q4 going to be tough for NBFCs, MFIs: Shweta DaptardarElara Capital's Shweta Daptardar indicates the microfinance sector still faces challenges, with recovery expected to take at least two more...
- Rising funding costs may hit NBFC marginsNBFCs are expected to face pressure on margins due to liquidity issues and high funding costs in Q3 of 2024. Microfinance companies and tho...
- NBFC growth rate to slow down further in H2: Shweta DaptardarNBFCs face challenges from high inflation and interest rates. Incomes remain stagnant in rural and semi-urban areas. This impacts loan repa...
- Expect 20% EPS downgrade for Manappuram as Asirvad woes deepen: Shweta DaptardarSo, the whole sector is reeling under pressure and so both on the microfinance side and I believe Manappuram will also have certain setback...
- Retail credit boom creating balance sheet risks: Shweta DaptardarThere will be recalibration even on the risk pricing rates front as well. Perhaps we might see some review in guidelines coming from RBI in...
- Gold loan companies slip as RBI orders corrective measures for lapsesThe issues highlighted by RBI include improper valuation, breaches of loan-to-value (LTV) ratios, and inadequate governance in partnerships...
- Here's why Shweta Daptardar is bullish on gold financiers and affordable housing over MFIsFusion, particularly in question, has seen problems across key geographies and the credit cost will further, like the press release that ca...
- Gold finance companies plunge on RBI cash advisory"The regulation is expected to slightly reduce the competitive advantage of NBFCs against banks and the likelihood of some share of gold lo...
- Manappuram tanks on Sebi hold on Arm's IPOThe Securities and Exchange Board of India said in a report published on January 5, it had put Asirvad's issue 'Under Abeyance'. Manappuram...
- Number of credit cards up but spending down? Shweta Daptardar explains what it meansShweta Daptardar says: “ Across the credit card industry, be it SBI Cards, HDFC and other top players, while month-on-month there has been ...
- Post merger of lending units, Shriram to be among top five NBFCs: Shweta Daptardar“Given that the merged lending entity will have more than almost 1.5 trillion of AUM, it should be amongst the top five to six NBFCs in the...
- Fed rate hike: What should mutual fund investors do now?The US Federal Reserve hiked its interest rates by 25 basis points to 0.75 per cent in its meeting held on 13 and 14 this month. What does ...
- PNB Housing Finance is definitely a subscribe: Shweta Daptardar, KR ChokseyIn an interview with ET Now, KR Choksey's Shweta Daptardar, gives her take on the positive listing coming in from the PNB housing space.
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