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Making Markets
Saurabh Mukherjea: The Case for Investing in India - [Making Markets, EP.42]
Aug 16, 2024
36:50
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Saurabh Mukherjea, the founder and Chief Investment Officer of Marcellus Investment Managers, presents a compelling argument for why investors should focus on India over China. He discusses the rise of domestic inflows and shifts in foreign investments, particularly post-COVID. Saurabh highlights the importance of political contestability in India, encouraging accountability and growth. He also outlines emerging investment themes, such as the empowerment of women and evolving supply chains, which set India apart as an attractive investment destination.
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Quick takeaways
- Saurabh Mukherjea emphasizes that India's democratization allows for policy corrections that foster private sector growth, contrasting sharply with China's lack of checks and balances.
- The podcast highlights a significant surge in domestic investments in India, driven by technological advancements and an empowered new generation of retail investors, especially women.
Deep dives
India vs. China: A Comparative Analysis
The podcast highlights the contrasting investment narratives of India and China, emphasizing why India often feels oversold despite its robust performance. Sarab Lokhirjia points out that over the past 10 years, India has delivered dollar returns of approximately 10%, outperforming many other markets. He argues that while Chinese markets have received a larger share of foreign capital, Indian markets have demonstrated comparable or better long-term growth. This disparity in investment narratives is attributed to India's ability to effectively market itself to Western investors, leading to a reevaluation of the capital flows toward India post-COVID.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode