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Morgan Stanley Selectively Bullish on Financial Stocks
Business Standard
|August 16, 2025
NBFC sector faces period of dispersion as brokerage urges caution
Morgan Stanley has reiterated its "stay selective" stance on Indian non-bank financial companies (NBFCs), cautioning that further consensus earnings downgrades were likely in the ongoing financial year 2026 (FY26).
The global brokerage has advised investors to focus on stocks offering a margin of safety in both valuations and fundamentals amid emerging volatility and sector dispersion.
The firm's latest investor presentation pointed to early signs of volatility, with recent earnings and asset quality trends underlining the need for a cautious, bottom-up investment approach.
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