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Girish Kolari's avatar

Thanks for the nice post - just wondering what is your view on the Gold loan correction post the boom AUM with price.

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Rahul Rao, CFA's avatar

Thank you Sir. Didn't get the question please can you repeat it. You're asking view on Gold loan industry post-boom?

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Girish Kolari's avatar

Gold Loan as you mentioned is usually considered not a problem with NPA but I believe the biggest risk is the Gold price. Presently Gold price is at historic high and if industry sees correction in Gold price - What would be the situation ? Do you have some data from the past about what happened to Gold loan when the Gold price decreased ?

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Rahul Rao, CFA's avatar

Great Question. Got it sir will share in due time :)

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Mahin Bharadwaj's avatar

Would also love to hear your opinion on Globus spirits and Goldiam whenever you get the chance have sent a private message explaining my thesis

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Rahul Rao, CFA's avatar

Sure, thank you Mahin. Will look into it

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Mahin Bharadwaj's avatar

Great thank you for the analysis

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