Talking Point | Mr Pramod Gubbi | Bloomberg Quint | Marcellus Investment Managers | 19 June 2020

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Join us as we get insights into the world of investments through our exclusive with Bloomberg Quint!
Let’s hear from Pramod Gubbi, Head of Sales at Marcellus, about why high-quality financials can yield profit, even during tumultuous times, if planned correctly. If a company, especially in the financial sector, has a disciplined liability management plan in place along with a management team that has an innate sense of capital allocation can stay afloat and have a high survival chance— even during the time of crises. Let’s dive deep into such insights and discover an investment strategy for 2023— press play now!

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TIME STAMPS-

0:00 - Introduction
1:21 - Why place your trust in the financial sector in this crisis?
3:40 - Challenges in the financial sector (NBFC) in this crisis & Is it a good time to invest?
7:49 - Insights on credit costs of Bajaj Finance
10:00 - Drastic change in Credit Cycle for the past (cibil score, borrower cycle, consumer credit)
12:47 - Insights on credit cards loans (credit score)
15:30 - Importance of comparing past & present company valuation
17:34 - Company valuation can go off track in the next 2 quarters
20:04 - Distinction between high-quality banks and NBFCs
22:45 - The ‘new normal’ & higher valuations in the financial sector
24:53 - Views on Lending and Non-lending financials
27:36 - Life insurance in the non-lending space
28:05 - Conclusion

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Disclaimer - The stocks described in the interaction forms part of Marcellus' portfolio, clients’ portfolios, and portfolios of Marcellus employees taking part in the above interaction and their immediate relatives.

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Видео Talking Point | Mr Pramod Gubbi | Bloomberg Quint | Marcellus Investment Managers | 19 June 2020 канала Marcellus Investment Managers