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Some de-rating of financial sector warranted on account of high valuations as well as margin pressure. However, no structural damage seen to business fundamentals
Large proportion of index weight of financials is consumer oriented banks - which appear attractive due to this correction. NBFCs are too small in terms of index weight to drag market down
Among NBFCs, men are being separated from boys. Good NBFCs will get refinancing, some weaker companies can face challenges
Era of easy liquidity is behind us and margin compression in financial sector is for real. Peak valuations for financials are perhaps behind us
There are no signs right now of any structural issues for financial sector that can cause long term damage. For many stocks in this space, good buying opportunities now available.
Very nicely articulated. I eagerly look for these discussions. Thanks Vijay.
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