23/4/2025, 1:34:02 pm

Why Vetri Subramaniam thinks financials stocks are in a sweet spot

Vetri Subramaniam, UTI Asset Management's CIO, states financial companies are well-positioned to support economic growth without fresh equity, citing strong balance sheets and improving liquidity. He expects credit growth to rebound to 13-14% from 11% amid RBI's growth-supportive stance. However, he cautions about potential earning challenges and global uncertainties impacting business confidence.