Send us a text In this episode, we break down why FIIs are increasing investments in the Banking & NBFC sector. We explain the 3 key banking cycles—net interest margins, asset quality, and credit growth—and how all three are improving right now. You’ll also learn the ROA framework to evaluate banks/NBFCs, understand NPA trends, and why guidance from major lenders points to stronger credit growth ahead. We also discuss why this could be the early phase of a new sector upcycle, with banks ...
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Send us a text In this episode, we break down why FIIs are increasing investments in the Banking & NBFC sector. We explain the 3 key banking cycles—net interest margins, asset quality, and credit growth—and how all three are improving right now. You’ll also learn the ROA framework to evaluate banks/NBFCs, understand NPA trends, and why guidance from major lenders points to stronger credit growth ahead. We also discuss why this could be the early phase of a new sector upcycle, with banks ...
Send us a text In this episode of SOIC, we explore how retail investors can check if company management is truly walking the talk. Using a simple AI prompt, we share real case studies of Hikal, JK Lakshmi Cement, TD Power Systems, and Mayur Uniquoters. This framework will help you create a management report card before investing and make smarter stock market decisions.
The SOIC Podcast
Send us a text In this episode, we break down why FIIs are increasing investments in the Banking & NBFC sector. We explain the 3 key banking cycles—net interest margins, asset quality, and credit growth—and how all three are improving right now. You’ll also learn the ROA framework to evaluate banks/NBFCs, understand NPA trends, and why guidance from major lenders points to stronger credit growth ahead. We also discuss why this could be the early phase of a new sector upcycle, with banks ...
