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.
How Will Tight System Liquidity Impact KCP?
Given consistently strong credit demand and weak deposit growth, we are now staring at a tough funding environment with banking sector credit to deposit ratio at an all-time high of ~80%. This funding environment along with consistent regulatory action will separate the men from the boys in the upcoming quarters leading to divergent growth outcomes […]
Kings of Capital Portfolio Newsletter: Quality lenders to benefit from RBI’s credit shakeout
READ MORELearning 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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