Jio Financial: What's Behind Ambani's Lending Ambition?
The Morning Brief
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The Future of Fintechs
Geos will eat into the pie of existing NBFCs, but it's not their playbook to be on the sidelines for long ones that are in the market aggressively. If Geo comes up in a very big way with its own financial services play, there is no reason why a Fintech cannot partner with them. There has not been so much merger and acquisition at M&A activity happening in the Fintech lending space. Today, lending platform is not difficult to build. You can build it in-house. Would you acquire for its extremely premium customers? Where's great customers? Everyone is fighting for the same customer base. We all know that.
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