LIC Earnings Impress But RBI's NBFC Draft Rules Hit Bajaj Finance: What Investors Should Know

The RBI’s draft proposal on credit facilities for NBFCs weighed on Bajaj Finance, while strong earnings kept LIC in focus. In this Business Today discussion, Deven Choksey, MD, DRChoksey FinServ Pvt. Ltd., explains why the impact of the RBI’s proposal on large NBFCs may be limited until more clarity emerges. He also shares his views on LIC, saying its fundamentals remain strong despite past underperformance. Watch this detailed analysis to understand the latest regulatory developments, LIC’s earnings outlook, and what these updates could mean for investors and the broader financial sector.