Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21
Introduction
00:00 • 2min
How Alchemi Becomes Among the Largest Companies in India
01:52 • 3min
Is There a Need in the Market for Research?
04:48 • 2min
How Has the Market Evolved for Enis and P M Is Clients?
06:29 • 2min
The Edge Is Moving From Access to Information, Right?
08:17 • 4min
Is Regulation Going to Change?
12:22 • 2min
Access Democratization and Regulations
14:49 • 4min
The Future of Alchemy Investments
19:13 • 3min
Is the Alchemy Office Still in South Umbe?
22:01 • 2min
The B Is a Merchant Mansion.
24:23 • 3min
The Long Term Construct for Investing an Indinequity
27:11 • 2min
The New Economic Cycle
29:23 • 2min
Is India Going to Boom?
31:14 • 3min
The Economy and the Markets Are Going to Be Driven by the New Tech Companies
33:58 • 3min
What Kind of Returns Do You Think Equities Can Deliver?
36:30 • 2min
How Much Alpha Can You Add on Top of That?
38:52 • 2min
What Do You Think India Will Do in the Next Two to Three Years?
41:15 • 2min
The Future Investing Opportunity Landscape
43:21 • 3min
Are You Trying to Achieve Scale and Profitability?
46:00 • 2min
How to Evaluate a Startup?
48:25 • 2min
Iv M Podcast - Creativity Tip of the Week
50:38 • 3min