MSME Pressure Temporary, Long-Term Story Strong: Gaurang Shah | Business | ET Now
Автор: ET Now
Загружено: 2025-11-10
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MSME Pressure Temporary, Long-Term Story Strong: Gaurang Shah | Business | ET Now
Gaurang Shah of Geojit Financial Services shares his insights on Bajaj Finance’s Q2 performance, the trimmed growth guidance, and what it means for investors. While the street may overreact to a minor guidance cut, Gaurang believes the long-term growth story remains intact—driven by strong credit demand, rural expansion, and easing borrowing costs ahead.
He also discusses MSME segment challenges, why consumer loans could offset the slowdown, and shares his top NBFC picks—including Bajaj Finance, L&T Finance, M&M Finance, Sundaram Finance, and Shriram Finance.
#bajajfinance #nbfc #gaurangshah #stockmarket #msmesector #financenews #indianeconomy
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