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Liquidity in Lockdown- Conference call with M-Cril

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Investec India hosted Mr. Sanjay Sinha (MD, M-Cril) & Mr. Sudhir Narayan (ED, M-Cril). M-Cril is a research & analytics firm with a focus on inclusive microeconomics and microfinance. Highlights of the discussion include a) MFIs continue to face liquidity constraints which, if not addressed, could be catastrophic, b) Collection Efficiency (CE) improved in June, c) Rural is performing well where CE is expected to reach 60%+ in June, d) there are no signs of political interference yet and the possibility is low given no immediate elections (barring Bihar), e) industry losses could be similar to demonetisation with PAR30 ~20% by Dec’20 improving to 15% by Mar’21. Liquidity for the sector is of paramount importance and could reduce or exacerbate industry losses.
20 Jun 2020 English South Africa Business · Investing

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