The Lenders In Our Portfolio Will Gain From The Ongoing Crisis

  Great lenders (banks as well as NBFCs), which are Consistent Compounders, benefit significantly in the aftermath of a financial crisis. This is because: (a) when the competition struggles to raise funds during & after a crisis, great lenders have access to adequate liquidity; and (b) as competition’s ability to lend reduces, great lenders can … Continue reading The Lenders In Our Portfolio Will Gain From The Ongoing Crisis