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Rohan Saha

Founder - Burn Inves... • 1d

These days some mutual funds are slowly cutting down their investments in bank stocks and putting more money into NBFCs there could be many reasons behind it but one of them might be that banks are finding it a bit more expensive to borrow money now

Swami Gadila

Founder of Friday AI • 1d

Absolutely. What we’re seeing is a structural shift. As retail investors grow, banks' access to cheap CASA deposits is tightening. To fund credit growth, they’re turning to market borrowings (bonds) — which are costlier. NBFCs, meanwhile, often price risk better and operate with sharper niche plays. The margin game is changing.

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Rohan Saha

Founder - Burn Inves... • 22d

P2P Lending in India Is Broken and No One Wants to Admit It 😔 The NPA rate in India’s P2P lending space has gone up a lot recently but strangely, many companies and investors are still turning a blind eye. Some platforms have even built their own