Any pressure on HDFC Bank NIMs manageable; Bajaj Finance numbers above estimates: Rahul Malani

Rahul Malani analyzes HDFC Bank and Bajaj Finance. HDFC Bank recently hiked interest rates, affecting NIMs management. Bajaj Finance shows strong growth from new products and secured loans. Small finance banks see issues due to over-leveraging. Kotak Mahindra Bank faces sentimentally negative news due to CTO exit and RBI approval delay, although it's priced into stock.