Time to be selective in NBFCs as earnings premium shrinks: Viral Shah

Investors are advised to be selective with NBFCs. Valuations are high, and earnings growth premiums over banks are shrinking. Margin pressures are a key risk. Digital lending will transform the sector in the coming years. Larger, diversified NBFCs with strong liability advantages are better positioned for stable earnings growth.

from Economic Times https://ift.tt/nmbelWY