Bhaskar Narayan Basu

Bhaskar covers Indian Non Bank Finance Companies at Jefferies India. He has 19+ years of experience in sell side research as a lead analyst across multiple sectors with 10+ years covering NBFCs. Prior to joining Jefferies in 2015, he has worked at Bank of America and Morgan Stanley covering metals and mining, soft commodities, agri midcaps.

What I am Known For

• Strong calls and early insights into industry trends/ inflection points & insights on cycles, long term trends.
• Channel checks & industry feedback, tariff implications for NBFCs.
• Strong calls on CIFC, SHFL, timely toggling of relative preference across top picks, non consensus early bullish call on gold financiers /Muthoot; identified positively skewed risk reward at ABCAP in March.

How I am Different

• Deep dives and detailed work, bottom up proprietary data work.
• Multiple interesting notes including Rate cycle tailwinds for NBFCs; Housing Finance: disbursement growth moderates; SHFL: addressable Used CV pool to expand; ABCap: Risk reward turning favorable; US tariff impact:feedback From NBFCs.

Upcoming Corporate & Strategic Access

• •NBFC Access Day with 15 key NBFCs.
• Session with Transunion CIBIL on Asset Quality Trends.
  •NBFC Tour in Gurgaon Post India Forum.