Ep 21. The rise and rise of the Indian opportunity : in conversation with Bharat Shah

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In this fascinating episode, Suvo Sarkar talks at length with a leading investment expert from India, Bharat Shah, executive director of ASK group, about the future of the Indian equity market. 

Is India over-valued compared to other global markets? Will it continue delivering double digit returns in the next 10 years? Which sectors will outperform? 

Bharat and Suvo, friends for 40 years and MBA classmates, debate if investing is a science or an art; if the principle of diversification is overstated; and what an ideal wealth portfolio should hold between equity and fixed income, between active and passive funds and between public markets and private equity. 

In a holistic overview of investing, Bharat connects it to spirituality and liberation, and argues that doing it right is as important as getting it right. 

Whether you are an amateur or professional investor, this is one episode you can’t miss. 

Research partner : Shekhar Krishnamurthy
Production partner : Poddster