Capital Ideas Podcast Investing in South Asia's emerging markets: India’s embrace of free enterprise
Jul 3, 2025
Samir Parekh, a seasoned portfolio manager with 24 years of experience, dives into India's evolving investment landscape. He shares insights on the surge in entrepreneurship and the favorable political climate driving this change. Comfort with volatility and the focus on family-owned companies play crucial roles in his investment strategy. Samir expresses optimism about both South Asia and European banks, emphasizing the region's youthful demographics as a major draw. Plus, he shares personal anecdotes connecting his investment journey to his love for cricket.
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India's Economic Liberalization Impact
- India experienced a shift from a license- and bureaucratic-driven economy to liberalization starting in 1991.
- This transition shaped a deep comfort with volatility and adaptability in investing.
Cut Through Noise in Investing
- Focus on one or two critical factors when analyzing a company to cut through excessive information.
- Blind out short-term noise during holding periods to maintain long-term investment convictions.
The Value of Family-Owned Firms
- Family-owned companies often provide unified decision-making and long-term orientation if family goals align with shareholders.
- Understanding the family's true motivations is key to assessing investment potential.