Analysis of an industry, market (incl. size of the market) and the key metrics in that industry is a starting point in equity research, strategy, consulting and business analysis.
In this enclosed document, I discuss an interesting credit/lending industry catering to a specific market — Secured Lending to the Self-Employed / MSME segments.
I have also linked a short 2 video series, in which I explain
a. the industry and customer segments
b. how to size this market
c. what key metrics to look for in lending and how to analyze them
This should be helpful to anyone who not only intends to understand this attractive space, but also is interested to learn how to analyze NBFCs.
