Are smaller banks and NBFCs better positioned than large private lenders in the current market cycle? In this discussion, Rakesh Vyas, CIO & Portfolio Manager, Quest Investment Managers, explains why his portfolio has shifted away from some large banking names toward select smaller banks and NBFCs. He highlights expectations of stronger credit growth, easing deposit costs, and the potential for margin expansion as key factors supporting this strategy. Vyas also discusses how recent RBI measures related to FCNR deposits and ECBs could improve the funding outlook for larger banks, prompting a reassessment of opportunities in the sector. Watch the full conversation for insights into banking, credit growth, deposits, and investment positioning.
#BankingStocks #NBFC #SmallBanks #PrivateBanks #StockMarket #Investing #MarketOutlook #CreditGrowth #RBI #IndianMarkets
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The GSM Association (GSMA) is the advocacy and lobbying organization for the mobile communications industry, representing more than 750 mobile operators as full members and a further 400 companies in the broader mobile ecosystem as associate members. Although legally a non-profit trade association, the GSMA operates on an commercial scale generating estimated annual revenues of approximately $668 million, largely through its flagship event series, the Mobile World Congress (MWC). The MWC event in Barcelona alone contributed over €561 million to the local economy in a recent year, demonstrating the event's massive commercial engine. This funding is reinvested to support the organization's primary missions, which include: Global Advocacy and Lobbying on behalf of its members, especially concerning radio spectrum allocation and telecom regulatory policy. Technical Standardization for mobile technologies (from GSM to 5G and beyond).
Telecommunication, often used in its plural form or abbreviated as telecom, is the transmission of information over a distance using electrical or electronic means, typically through cables, radio waves, or other communication technologies. These means of transmission may be divided into communication channels for multiplexing, allowing for a single medium to transmit several concurrent communication sessions. Long-distance technologies invented during the 19th, 20th and 21st centuries generally use electric power, and include the electrical telegraph, telephone, television, and radio. Early telecommunication networks used metal wires as the medium for transmitting signals. These networks were used for telegraphy and telephony for many decades.









