@niranjan13, I dont have much idea about BLS. But I think the thread on VP is well populated with opiniions and details.
@mpbajaj53, Last I saw a few quarters back in case of canfin, the borrowing is of a shorter term nature as compared to lending which is of a long term nature. So if interest rates were to go up quickly company will have to move fast to raise interest rates of outstanding loans otherwise there can be NIM compression. This is a hypothetical scenario.
@khushi, Most financial stocks are taking a pause after a stupendous rally in past few years. Same is case with LIC housing fin. I dont follow it too closely so no views about the same.
I was just looking at some pharma stocks and some charts of companies like Ajanta, Alkem, etc seem encouraging. Maybe its time to keep an eye on the sector for a possible turnaround in situation. Currently I dont have any positions but would keep an eye out for any potential winners.