Hi Prince. It would be great if you could do a 101 series on how to analyse financial institutions including fintechs. From NIMs to provisions, bucketing, NPAs, FLDG, securitization, slippages, ALMs and everything in between.
To add to why business spending can be a bigger multiple of the GDP, note that GDP calculation is usually value or output-driven, accounting for final value of a production output / purchases by final users; while the business spending calculation would account for spends throughout the value chain (from manufacturer to the final consumer), so there will be double / multiple counting.
This is helpful
Hi Prince. It would be great if you could do a 101 series on how to analyse financial institutions including fintechs. From NIMs to provisions, bucketing, NPAs, FLDG, securitization, slippages, ALMs and everything in between.
Insightful article Prince! Can you help with the source of $6Tn figure, seems high (almost 200% of India's GDP)
Thank you, the following white paper by EnKash x Kearney is the source of the $6Tn figure (from end-2022): https://marketing.enkash.com/whitepaperkearneyrising-digital-business-spends-managing-a-USD-15-trillion-India-opportunity/
To add to why business spending can be a bigger multiple of the GDP, note that GDP calculation is usually value or output-driven, accounting for final value of a production output / purchases by final users; while the business spending calculation would account for spends throughout the value chain (from manufacturer to the final consumer), so there will be double / multiple counting.