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Capital Ideas Investing Podcast
On the hunt for hidden investment opportunities
Nov 2, 2023
Portfolio manager discusses rapid change in India, outlook for emerging markets, and building relationships. India's potential as an alternative supply chain. Importance of information networks in investment decisions. Examples of successful and failed investments. Experiences with traditional clothing in Southeast Asia.
34:52
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Quick takeaways
- The rapid infrastructure development in India, both in physical and digital aspects, is a key driver for solid growth in the coming decades.
- Developing deep relationships with business and political leaders in the investment world enables investors to navigate market complexities and identify long-term investment opportunities.
Deep dives
Rapid Infrastructure Development in India
The podcast episode discusses the rapid infrastructure development in India, highlighting the significant changes that have taken place over the years, such as improved hotel amenities and internet speed. The speaker describes the trip to India as the first one since COVID and expresses being blown away by the progress made in infrastructure development, both in physical and digital aspects. This development is seen as a key driver for India's solid growth in the coming decades.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode