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ā¢ Marcellus Investment Managers had trimmed their stake in Bajaj Finance and increased allocation towards HDFC Bank after the former flagged concerns in their B2C portfolio.
ā¢ The Reserve Bank of India's increased risk weight on consumer loans is not a big worry for Bajaj Finance as it has a large housing finance book and borrows more from bonds than banks.
ā¢ Fintechs may soon see their day of reckoning as they have aggressively disbursed unsecured loans without the means to collect them back.