How HDFC Bank's comeback is being hindered by SBI's resurgence
By the way, a lot of the small finance banks are getting to value territory. Would be interested if you were to write on it.
won't deny that, but RBI's regular intervention in small finance & micro-finance space has made us stay away from the space till now.
I would be very interested in knowing the quality of the retail loans of SBI vis-a-vis HDFC. Also, I find it rather interesting that FIIs have been selling HDFC and Kotak. For Axis, SBI their share has been constant or has gone up marginally.
Noted! shall try capturing & analyzing it in our next blog on this HDFC, whenever that is published.
By the way, a lot of the small finance banks are getting to value territory. Would be interested if you were to write on it.
won't deny that, but RBI's regular intervention in small finance & micro-finance space has made us stay away from the space till now.
I would be very interested in knowing the quality of the retail loans of SBI vis-a-vis HDFC. Also, I find it rather interesting that FIIs have been selling HDFC and Kotak. For Axis, SBI their share has been constant or has gone up marginally.
Noted! shall try capturing & analyzing it in our next blog on this HDFC, whenever that is published.