Banking & NBFC Outlook 2026 | Credit Growth, Margin Bottoms, & Smart Bets | Nitin Aggarwal | ET Now
Автор: Motilal Oswal Financial Services
Загружено: 2026-01-05
Просмотров: 35138
Описание: India’s banking and NBFC sector is entering a decisive phase. In this conversation, Nitin Agarwal, Head of BFSI Institutional Equities at Motilal Oswal Financial Services, decodes Q3 trends showing resilient 12% credit growth, strong momentum in PSU and mid-sized banks, early signs of margin bottoming, and stabilising asset quality across unsecured and microfinance portfolios. He explains why retail credit is reviving, how vehicle finance and gold loan financiers are benefiting from the next cycle, and why select names across private banks, PSU lenders and NBFCs could shape sector leadership into FY26.
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