Capital market stocks: Time to change strategy? 10 stocks from different parts of the ecosystem
The capital market infrastructure sector has grown into a full-fledged, publicly-traded ecosystem. Today, investors can pick from exchanges, depositories, registrar and transfer agents, commodity platforms, and at least five asset management companies. All of them listed, all of them profitable, and all of them with the same structural tailwind: The financialisation of Indian household savings. But have we reached a stage where the strategy needs a re-look?
The capital market infrastructure sector has grown into a full-fledged, publicly-traded ecosystem. Today, investors can pick from exchanges, depositories, registrar and transfer agents, commodity platforms, and at least five asset management companies. All of them listed, all of them profitable, and all of them with the same structural tailwind: The financialisation of Indian household savings. But have we reached a stage where the strategy needs a re-look?
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