Marcellus Webinar | Kings of Capital | Tamal Bandyopadhyay | Saurabh Mukherjea | Tej Shah | Jan 2021

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Saurabh Mukherjea, Tamal Bandyopadhyay, and Tej Shah collaborate in this captivating webinar as they discuss the book "Pandemonium: The Great Indian Banking Tragedy."
Learn about the challenges India's banking sector faces, the motivation behind the Kings of Capital portfolio, insightful statistics, the revival of the Indian economy, and the implications of digitization on public sector banks also discover the reasons behind the success of Indian banks compared to international counterparts.
Time Stamp -
0:01 - Introduction
1:50 - How We See The Credit Quality Issues In The Indian Banking Industry
3:32 - Frequently Asked Questions
4:15 - Part: 1 - Won't the banks and NBCs in the Kings of Capital portfolio suffer in the coming months as the Covid NPAs will hit the banking industry.
6:45 - Part: 2 - Will we not see a further deterioration of the profitability and balance sheet strength of the KCP lenders in the next few quarters?
9:22 - Summarizing the Impact on Frequently Asked Questions
10:26 - Indian Economy Recovery
12:12 - Kings of Capital Portfolio Performance Update
12:58 - Banking System & NBFC System Situation
28:56 - Privatisation By Stealth (PSU Banks)
35:28 - Credit Rating Agency
40:46 - Raghuram Rajan Interview (Political Pressure)
49:04 - Public Q&A
49:11 - Licenses Given to Corporate For Banking
53:53 - Will Small Private Sector Bank Demise Will PSU Banks
1:02:50 - Why HDFC does not Impact Through Indian Banking System Changes GST, Demonetization, etc.
1:09:45 - Development of Bond Market in India
1:17:30 - Learning from Webinar
1:19:50 - Conclusion (Kings of Capitals)
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**Disclaimer - The stocks described in the interaction forms the 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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