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00:00 - Introduction: Why NBFCs matter now
05:34 - Gold Loan NBFCs: Structure & Outlook
07:00 - Muthoot vs Manappuram vs IIFL vs Fedfina
11:29 - Commercial Vehicle Lenders: Chola & Shriram
10:45 - CV Cycle Turns: Asset Quality Concerns
12:49 - Conglomerate-Backed NBFCs
18:10 - Microfinance Lenders
22:20 - Final Thoughts: What to Track Ahead
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