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Podcast: TRANSFIN. LongShorts with Nikhil Arora and Sharath Toopran
Episode: Viral Return of the Indian Bank NPA
Description: Welcome to our WFH podcast season opener where we bring Anuj Dayal, a Credit Markets commentator, and look at the new paradigm faced by Indian banks in a post Covid-19 world. Anuj brings his rich experiences from the world of structured credit and private equity and deconstructs the manifold challenges (i.e. rising NPA, depressed growth, liquidity and funding crunch) faced by Indian financial institutions and lending at-large in this hour and half long conversation.Â
We talk of the ills unleashed on the Indian banking sector through bad underwriting, corporate governance lapses, and mis-selling (a fair bit on the Y...