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Nov 28, 2020Liked by Anirudha Basak

Low CASA is their strategy. Major part of the book is OD & WC loans. Cannot borrow short term & lend short term. So to avoid ALM, CUB maintains low CASA. They earn a premium on these loans and hence able to maintain NIMs.

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Yes! What I wanted to point out was - low CASA causes their cost of funds to remain relatively higher - and with yields dropping, the spread is reducing and thus NIM may get suppressed in the near future.

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as usual very interesting post... One question.. If you compare CUB and DCB bank.. DCB bank do not have much working capital loans. In fact, DCB says with in working capital loans where is no limited due payment, there is a high possibility of evergreening so it sticks to LAP.. Any comments...

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