Saurabh Basrar Profile picture
Banyan Capital,(CA,CFA). SRCC Alumni. Author - "Masterclass with Super-investors"
Jun 10, 2019 6 tweets 2 min read
#DHFL #NBFC Had a conversation with a large institutional investor. Some interesting points
1.DHFL poses systematic risk which regulators are taking very lightly
2.The problem in DHFL if not checked in time can spill over to broader financial sector and have a cascading effect 3.The next two big weak links – India bulls and Yes Bank
4.Cumulatively among the 3, there is a 5 lac crores exposure at risk.