The Prime Minister's emphasis on less government and more governance mirrors the structural reforms and focus on ease of doing business in India. Demographically, India is projected to have significant growth in the 40s age group, boosting investments. The emergence of SIPs and EPFs in India resembles the 401k moment in the US. These factors combined could lead to a sustained period of non-inflationary economic expansion in India for the next few decades, similar to the US experience.
I talk to Navneet Munot, MD and CEO of HDFC Mutual Fund. He is also the chairman of the Association of Mutual Funds in India or AMFI, which is the governing body of asset management companies in India. Navneet is a visionary voice who has not only shaped the landscape of investment in India over the years but also stands as a testament to the power of perseverance and insight. From humble beginnings, he has carved a path that many only dare to dream of, embodying the very essence of determination and foresight. His story is not just one of financial acumen but of inspiring a generation to look beyond the apparent and strive for long-term success. In this episode, he shares his insights, experiences, and vision for the future of #investing in India.