Andrei Stetsenko

Andrei Stetsenko, a partner and portfolio manager at Gymkhana Partners, shares his insights on India's economic transformation and the burgeoning aerospace and defense sectors. He discusses the impressive growth of India's small-cap landscape and why it's an underappreciated investment opportunity. Stetsenko highlights the significance of urbanization and a rising middle class driving market demand. He also examines India's shift to sovereign defense capabilities and the role of nimble private firms in modern warfare.

In this conversation with Andrei Stetsenko, founder of Gymkhana Partners and an expert on Indian investments, listeners explore the intriguing world of Indian holding companies, particularly Maharashtra Scooters. Andrei discusses how he evaluates the value of holdcos beyond just asset discounts, highlighting the growth potential of Bajaj Group's financial services. He also shares insights on the evolution of India's economic landscape, management professionalization, and how regulatory reforms may unlock value in these investments, shedding light on the dynamics of family governance.

Andrei Stetsenko, partner at Farley Capital and expert on India's equity market, shares insights from his extensive experiences in India's investment landscape. He discusses unique strategies for investing in undervalued micro-cap stocks, emphasizing due diligence and the potential for high returns. Andrei also touches on the challenges of navigating corporate governance and the dark side of Indian business practices. He highlights significant sectors like energy and defense, showcasing the evolution and opportunities within India's economy.