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
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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.
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