Yes Bank: SMBC’s Stake, Investor Mistakes & The Long-Term Outlook

Sumitomo Mitsui Banking Corporation (SMBC) has steadily increased its stake in Yes Bank, now completing an initial 20% acquisition and signing a deal for an additional 4.2% from CA Basque Investments (Carlyle). Despite this, Morgan Stanley maintains an underweight rating, citing only a gradual recovery in profitability. Yes Bank has long been seen as a wealth destroyer, yet many retail investors continue to hold on in hope of a turnaround. In this video, we discuss why averaging down can be a costly mistake, the discipline required if you choose to trade high-beta stocks like Yes Bank, and why sometimes it is better to book partial losses rather than wait endlessly for full recovery. Is there truly a long-term opportunity here, or is patience the only strategy left? Watch now to get the complete investor perspective.