Posts by: Sanjoy Banerjee

Supreme Court on Moratorium Interest Waiver

Should the Supreme Court decide to waive interest during the moratorium period it may deal a further body blow to the financial sector in the country .There is a need to save the financial sector , save the economy whilst providing relief to the stressed . This calls for a…

In: Latest

Impact of Covid on Retail Lending

Sharing the audio clipping of the webinar conducted by me for Procademy on May 2,2020. https://www.linkedin.com/feed/update/urn:li:activity:6676763526498930688/

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New Opportunities for NBFCs in MSME financing

NBFCs would do well to avoid term lending in the coming 9/12 months and stick to lending thru the Supply chain financing route to push liquidity to existing customers against their purchases of raw materials / key services and also focus on the receivables financing for them . This will…

In: Retail Finance – MSME

Analysing Rs 300000 Crores MSME package announced by the FM on 13.05.20- Views

Total lending to SMEs estimated at Rs 18 trillion of which NPAs account for 15% approx. Regular accounts around Rs 15.3 trillion. 20% funding works out to around Rs 3 trillion. The Broad size of the lending package announced by the FM. Loans to be provided to standard accounts with…

In: Latest Retail Finance – MSME

Impact of Covid-19 on Auto Finance and MSME/ Supply Chain Financing

Post Covid 19, NBFCs and Banks can focus for business in the used car space and in the two wheeler and high end bicycle segment. People will shun public transport at least for a year till confidence is restored or a vaccine or a cure is found and put in…

In: Latest Retail Finance Retail Finance – MSME

Importance of operating cash flow in Post Covid-19 Credit Assessment- Liquidity over Solvency

In all theses 9+ years of Consulting and Training for NBFCs/ Banks / HFCs in Retail lending my constant refrain has been that credit risk needs to uncover liquidity risks more than solvency. If liquidity is maintained solvency will follow but the reverse is not true. Post Covid19, the industry…

In: Latest Retail Finance