Good follow-up analysis of Northern Arc after the latest results.
See his point on risk-based pricing.
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Interesting reading in the context of Northern Arc.
Today’s Business Standard, Page 17: Wanted: A new model for microfinance as MFIs explore secured products
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Interesting development from RBI’s end
Great detailed blog on NAC
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well if that is the case, stock could have reacted but price action is not encorging at all
I will enter once they start reducing their provisions, in Q3 again credit cost started to jump as compared with Q2. Q3 credit costs include the ECL on digital biz, but lets see how they will end Q4.
Their NPA numbers are always misleading since listing, NPA numbers are always on lowerside and credit cost is used to be on higher side.
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