Capital Ideas Investing Podcast

Lessons from a research trip to India

Feb 29, 2024

Investment experts discuss their research trip to India, highlighting the importance of on-the-ground insights for making investment decisions. They explore rising consumer opportunities, India's role in global supply chains, and investment prospects in sectors like financials and manufacturing.

34:06

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Episode guests

Anirudha Dutta

Himanshu Sharma

Natalya Zeman

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Having a research presence on the ground in India provides unique insights into consumer trends and sector developments, informing global investment decisions.

Frequent travel to India offers value in identifying investment opportunities and understanding the impact of women's workforce participation on economic growth.

Deep dives

Research Presence on the Ground in India and China

Having a research presence on the ground in India and China provides a unique advantage for investors by offering differentiated insights into consumer trends, policies, politics, and sector developments, which informs investment decisions globally. This approach allows for a mosaic of information to be compiled, connecting the dots for better-informed investment strategies.

Introduction

2min

Exploring Investment Opportunities Through Research Trips in India

14min

Navigating India's Financial Landscape

9min

Analysis of Rising Consumer Opportunities in India

3min

India's Manufacturing Potential in Global Supply Chains

6min

Exploring Investment Opportunities in India

2min

Freshly returned from a research trip to India, Capital Group investment director Natalya Zeman, India Affairs Specialist Anirudha Dutta and equity analyst Himanshu Sharma discuss how our on the ground approach informs our investment decision making in one of the world’s fastest growing economies. #CapGroupGlobal

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Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people’s lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.

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