While financials remains our largest portfolio weight by sector, we broadened our mix of stock holdings. We added to NBFCs (non-bank finance companies) by initiatingCholamandalam Investment and Financethat has a long growth runway and has operating levers to mitigate against rate headwinds.We also...
14 banking brands grow on average 25% despite NBFC pressure and Central Bank’s tightened monetary policy Luxury hotels giant Taj is nation’s strongest brand, Brand Strength Index (BSI) score 90.5 out of 100 Top 100 most valuable Indian brands stand to lose up to US$25 billion or 15% of...