In this episode, we break down why FIIs are increasing investments in the Banking & NBFC sector.

We explain the 3 key banking cycles—net interest margins, asset quality, and credit growth—and how all three are improving right now.

You’ll also learn the ROA framework to evaluate banks/NBFCs, understand NPA trends, and why guidance from major lenders points to stronger credit growth ahead.

We also discuss why this could be the early phase of a new sector upcycle, with banks leading and autos likely to follow.

We go through multiple companies across the sector to help you understand how to study them better.

Perfect for anyone who wants to understand how the banking cycle works, what’s changing now, and how to approach this sector smarter.