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 ...
How this Super Investor is preparing for Next Bull Run?
The SOIC Podcast
1 hour 11 minutes
1 month ago
How this Super Investor is preparing for Next Bull Run?
Send us a text In this SOIC Podcast, Prabhakar Kudva (Samvitti Capital) shares insights from 17+ years of investing experience. We discuss how markets move through bull, bear, and sideways phases, why sideways markets are becoming more common, and what patterns emerge during corrections. You’ll learn the biggest mistakes investors make, how to avoid them, and practical ways to thrive in corrections. A must-listen for anyone serious about building a long-term investing mindset in 2025 and beyo...
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 ...
