4 Comments

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.

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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.

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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.

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Noted! shall try capturing & analyzing it in our next blog on this HDFC, whenever that is published.

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