Strategy Series
Our articles specific to the six investment strategies we offer. Whether you invest with us or are looking to invest, these
articles can you give you an insight into why we make the decisions we make.
Kings of Capital Portfolio Newsletter: Quality lenders to benefit from RBI’s credit shakeout
To curb systemic risk posed by the sharp growth in unsecured credit and NBFC credit in the banking system, the RBI raised risk weights on both from 100% to 125%, effectively asking lenders to set aside more equity capital for these credit risks. This move is likely to have highest impact on business models of […]
Learning from history: Discounting in Financial Services is a bad strategy
READ MOREA Simple Approach to Valuing Financial Services Companies
READ MOREFor more content on our strategy, visit the archives
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