India's financial sector is thriving with 10.3% loan growth and 10.4% deposit expansion. Our analysts have carefully selected the banks, financial companies, and industrial firms best positioned to benefit from this surge in credit availability and economic growth.
Published on June 30
These companies are directly benefiting from India's expanding credit environment. With loan growth exceeding 10%, these carefully selected stocks are positioned at the center of this financial acceleration.
This collection gives you exposure to both sides of the credit story - the banks that lend and the companies that borrow and build. It's a balanced approach to capturing value across the entire credit chain.
India's financial growth story is gaining momentum while other markets struggle. These stocks offer you entry into one of the world's fastest-growing major economies during a period of financial expansion.
This collection targets companies across India's credit value chain. We've identified opportunities in banks directly profiting from increased lending, specialized NBFCs serving niche markets, and industrial firms using this capital to fuel expansion projects.
India's balanced loan and deposit growth signals a healthy financial system. This creates a favorable environment for lenders and borrowers alike, with banks enjoying higher interest income while industrial companies benefit from capital access for growth.
These companies were handpicked because they represent the full spectrum of India's credit ecosystem. From the country's largest banks to specialized lenders and capital-intensive businesses, each is strategically positioned to capture value from this credit expansion cycle.
Market capitalisation summary for the 'India's Credit Boom' basket, highlighting concentration and investor implications.
HDB: $175.93B
IBN: $112.15B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Earn 6% AER on uninvested cash with daily interest payments.
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+67.87%
On average, analysts expect assets in this group to grow 67.87% over the next year.
2 of 2 assets in this group are rated Buy by professional analysts.
