I have been researching about companies where to invest for long term and what could be the reason for investing in these companies. I am covering Yes bank which is one of the most invested stock by retailers, and why i am bullish on the prospect of Yes bank.
In the past few years the bank has started performing, has shown increase in NIM's and is becoming profitable. The management has changed and is now hopefully in good hands. This is not the main reason for me to invest in the company.
The actual reason is SMBC picking up stake in the bank, this would have also been of less signifcance. However our PM's visit to Japan some time ago, and Japan planning to invest substantial amounts in India for its growth over the next decade is one of the more important reasons. Any bank would like to have proper controls over the investments that it makes, so my beliefe is that the next few years or decades the investments are going to increase. These investments may come through YES bank only. Again we need to keep track on the banks activities and also see how it is performing. Just believing on the story and not following up may be futile.
Sunday, September 28, 2025
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