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 ...
All content for The SOIC Podcast is the property of SOIC and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 ...
SOIC Diwali Special 2025 | Long Term Themes, Result updates, Triggers & Research Frameworks
The SOIC Podcast
1 hour 9 minutes
3 weeks ago
SOIC Diwali Special 2025 | Long Term Themes, Result updates, Triggers & Research Frameworks
Send us a text In this Diwali special SOIC podcast, Ishmohit Sir and Amit decode the latest Q2 results and share insights across banking, auto, consumer, and pharma sectors. Learn how to identify early trends, spot “tailwind” industries, and use AI tools like ChatGPT to analyze company reports smarter. You’ll also discover how India’s premiumization and consumption cycles are shaping the next phase of growth—and how to find the best small & mid-cap opportunities for the coming years. 🎧 Pe...
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 ...
