Why should one look out for the BFSI sector | With Sahil Kapoor and Dhaval Gada | Adding Zeroes Ep 9
41.8 هزار بار بازدید -
10 ماه پیش
-
The banking, financial services and
The banking, financial services and insurance (BFSI) sector has undergone a massive transformation over the past decade with emergence of technology, new payment and credit systems as well as an explosion of interest in investment and wealth management.
Join Sahil Kapoor and Dhaval Gada as they delve deep into the Banking, Financial Services, and Insurance (BFSI) sector, uncovering its vast pote
ntial and growth opportunities.
Learn about the significance of fintech, insurance, and wealth management, and gain valuable insights into the investment framework to navigate potential risks. Whether you're an investor or just curious about the BFSI sector, this video offers a wealth of knowledge.
00:00:00 - Chapter 1: Introduction
00:03:07 - Chapter 2: Sector's opportunities and size
00:05:10 - Chapter 3: Discussion on the payments business and its growth
00:07:48 - Chapter 4: Source of alpha in BFSI
00:08:37 - Chapter 5: Financialization trend and its impact on the sector
00:09:17 - Chapter 6: Growth in wealth and asset management
00:09:55 - Chapter 7: Non-life insurance growth and opportunities
00:11:16 - Chapter 8: Changing nature of life insurance business and its penetration levels
00:12:26 - Chapter 9: How BFSI businesses make money
00:15:21 - Chapter 10: Funds allocation for lending and liquidity
00:18:07 - Chapter 11: How banks make money
00:21:26 - Chapter 12: Banking business model summary
00:22:06 - Chapter 13: Importance of return on equity (ROE)
00:24:07 - Chapter 14: Important metrics in BFSI sector
00:27:19 - Chapter 15: Impact of uncorrelated business segments on portfolio construction
00:28:28 - Chapter 16: Non-lending opportunities in BFSI sector
00:30:54 - Chapter 17: Bottom-up approach and portfolio construction
00:31:57 - Chapter 18: Comparison of Indian BFSI with global markets
00:36:23 - Chapter 19: Bite-sized banking and its resilience during downturns
00:39:23 - Chapter 20: Sustainable ROE is greater than the cost of equity
00:40:33 - Chapter 21: Importance of interest rate cycle & their impact on lenders
00:43:37 - Chapter 22: Impact of ownership patterns on stock performance
00:44:11- Chapter 23: Investment philosophy overview
00:47:10 - Chapter 24: Opportunities outside India
00:51:29 - Chapter 25: Growth prospects and earnings expansion in the BFSI sector
#BFSISector #Banks #BFSI #InvestmentOpportunity #IndiasGrowthEngine #FinancialServicesAndInsurance #FinancialServices #WealthManagement
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► As a responsible guide to investors, DSP Mutual Fund aims to help you make better-investing decisions. Subscribe to our YouTube channel and stay tuned for educational & informative insights on Mutual Funds, Investing & Money: https://bit.ly/DSPMF_YTSubs
► Want to learn more about investing concepts & empower yourself to become a better, more responsible investor? Visit our investor education content library here: https://bit.ly/DSPMF_LL
► Want to read industry-leading educational & informative insights, timely analyses, rich articles & a range of stories on money, investing & more? Visit our blog here: https://bit.ly/DSPMF_Blogs
For more interesting educational content, connect with us:
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#dspmutualfund #investforgood #invest #financialsector #sectorinvestment #investment #investor
Disclaimer: Past Performance may or may not be sustained in the future and should not be used as a basis for comparison with other investments. Mutual Fund investments are subject to market risks; read all scheme-related documents carefully.
Join Sahil Kapoor and Dhaval Gada as they delve deep into the Banking, Financial Services, and Insurance (BFSI) sector, uncovering its vast pote
ntial and growth opportunities.
Learn about the significance of fintech, insurance, and wealth management, and gain valuable insights into the investment framework to navigate potential risks. Whether you're an investor or just curious about the BFSI sector, this video offers a wealth of knowledge.
00:00:00 - Chapter 1: Introduction
00:03:07 - Chapter 2: Sector's opportunities and size
00:05:10 - Chapter 3: Discussion on the payments business and its growth
00:07:48 - Chapter 4: Source of alpha in BFSI
00:08:37 - Chapter 5: Financialization trend and its impact on the sector
00:09:17 - Chapter 6: Growth in wealth and asset management
00:09:55 - Chapter 7: Non-life insurance growth and opportunities
00:11:16 - Chapter 8: Changing nature of life insurance business and its penetration levels
00:12:26 - Chapter 9: How BFSI businesses make money
00:15:21 - Chapter 10: Funds allocation for lending and liquidity
00:18:07 - Chapter 11: How banks make money
00:21:26 - Chapter 12: Banking business model summary
00:22:06 - Chapter 13: Importance of return on equity (ROE)
00:24:07 - Chapter 14: Important metrics in BFSI sector
00:27:19 - Chapter 15: Impact of uncorrelated business segments on portfolio construction
00:28:28 - Chapter 16: Non-lending opportunities in BFSI sector
00:30:54 - Chapter 17: Bottom-up approach and portfolio construction
00:31:57 - Chapter 18: Comparison of Indian BFSI with global markets
00:36:23 - Chapter 19: Bite-sized banking and its resilience during downturns
00:39:23 - Chapter 20: Sustainable ROE is greater than the cost of equity
00:40:33 - Chapter 21: Importance of interest rate cycle & their impact on lenders
00:43:37 - Chapter 22: Impact of ownership patterns on stock performance
00:44:11- Chapter 23: Investment philosophy overview
00:47:10 - Chapter 24: Opportunities outside India
00:51:29 - Chapter 25: Growth prospects and earnings expansion in the BFSI sector
#BFSISector #Banks #BFSI #InvestmentOpportunity #IndiasGrowthEngine #FinancialServicesAndInsurance #FinancialServices #WealthManagement
---------------------------------------------------------------------------------------
► As a responsible guide to investors, DSP Mutual Fund aims to help you make better-investing decisions. Subscribe to our YouTube channel and stay tuned for educational & informative insights on Mutual Funds, Investing & Money: https://bit.ly/DSPMF_YTSubs
► Want to learn more about investing concepts & empower yourself to become a better, more responsible investor? Visit our investor education content library here: https://bit.ly/DSPMF_LL
► Want to read industry-leading educational & informative insights, timely analyses, rich articles & a range of stories on money, investing & more? Visit our blog here: https://bit.ly/DSPMF_Blogs
For more interesting educational content, connect with us:
► Twitter - https://bit.ly/DSPMF_Twitter
► Instagram- https://bit.ly/DSPMF_Instagram
► LinkedIn - https://bit.ly/DSPMF_LinkedIn
► Facebook - https://bit.ly/DSPMF_Facebook
#dspmutualfund #investforgood #invest #financialsector #sectorinvestment #investment #investor
Disclaimer: Past Performance may or may not be sustained in the future and should not be used as a basis for comparison with other investments. Mutual Fund investments are subject to market risks; read all scheme-related documents carefully.
10 ماه پیش
در تاریخ 1402/07/21 منتشر شده
است.
41,802
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