Investment Theme: Banking Sector🏦 - How to Trade/Invest with Stocks2Watch? | Vivek Bajaj

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Explore the banking sector's investment themes with Vivek Bajaj. In this video, I will compare Nifty and Bank Nifty performances, uncover fundamentals, and identify opportunities amid challenges. Watch the complete video to gain insights on strategic investments and future outlooks in the banking industry.

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Vivek Bajaj co-founded Kredent Infoedge, an enterprise involved in simplifying finance for everyone. He has over 15 years of experience in the financial market. He is a chartered accountant and company secretary and has an MBA from IIM Indore. He began his career as an analyst and created one of the largest derivatives trading desks in eastern India with over 150 traders and one of Mumbai's top algo trading desks. He is passionate about data, technology, and education. For the last eight years, he has empowered people with the proper learning and analytics in finance through his online ventures elearnmarkets.com and StockEdge.

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0:00:00 - Introduction
0:03:38 - Evolution of Nifty 50 over two decades
0:05:10 - Key Banking Metrics
0:05:36 - CASA (Current Account Savings Account)
0:06:19 - Cost of Funds
0:07:01 - Spreads
0:07:51 - Return on Assets
0:08:36 - Return on Equity
0:09:27 - Cost to Income Ratio
0:10:27 - Capital Adequacy Ratio
0:11:41 - Net Interest Margins
0:12:36 - Provision Coverage Ratio
0:13:15 - Non-Performing Assets (NPAs)
0:13:39 - Assets
0:15:15 - Assets Quality - Banks & SFBs
0:16:58 - Price to Book Value
0:17:56 - Banks are Cyclical because..
0:19:09 - What Creates Value in Banks?
0:21:10 - What Destroys Value in Banks?
0:21:58 - Yes Bank Saga
0:22:56 - India's Large Private Sector Banks
0:24:04 - Public Sectors Banks
0:25:29 - Small Finance Banks
0:27:50 - Key MD&A Points 0f FY23 & Comparative Analysis
0:29:39 - Why Banking Sector?
0:32:21 - Tailwinds and Headwinds & CEO Factory
0:35:03 - Stock Analysis
0:41:51 - Conclusion