Talking Point | Mr Pramod Gubbi | Bloomberg Quint | Marcellus Investment Managers | 19 June 2020 скачать в хорошем качестве

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

For any queries/feedback, please write to us at invest@marcellus.in 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! To know more, visit us at https://shorturl.at/achyZ 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 Let’s connect on social media 💼 LinkedIn:   / marcellus-investment-managers   🐦 Twitter:   / marcellusinvest   📘 Facebook:   / 100064333110966   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. #marcellus #marcellusinvestmentmanagers #portfoliomanagementservices #investmentphilosophy #investmentphilosophyandstrategy #howtobuystocksinvestmentphilosophy #kingsofcapital #marcellusportfolio #investmentstrategy #investmentstrategyforlongterm, #investmentstrategyat40 #investmentstrategyinstockmarket #investmentstrategyfor30yearold #investmentstrategy2023