The Meb Faber Show - Better Investing cover image

The Meb Faber Show - Better Investing

Kevin Carter, EMQQ Global - India is Happening NOW | #499

Sep 13, 2023
Kevin Carter, Founder and CIO of EMQQ Global, emphasizes the growth potential of India's tech sector, comparing it to China's boom. He discusses environmental risks, his experiences playing Blackjack with Burton Malkiel, challenges in investing in emerging markets, the rise of the digital consumer in emerging markets, the impact of technology in India's development, and investing experiences in South Asia.
59:01

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • India's tech sector has immense growth potential due to demographic trends and attractive valuations of Indian stocks.
  • India's digital public infrastructure, known as the India stack, has transformative power and offers opportunities in digital payments and consumer credit.

Deep dives

The India Tech Sector: A Promising Opportunity

In this podcast episode, Kevin Carter, founder and CIO of EMQQ Global, discusses the potential of India's tech sector. He highlights the demographic trends and the emergence of India as a digital consumer market. Carter compares India's tech stack to China's development 15 years ago and emphasizes the attractive valuations of Indian stocks. He also mentions the importance of keeping an eye on environmental risks in India.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode