MENGENAI EPISOD INI
Today India is cynosure of the international community for investing in the Indian financial markets!
India beckons you all!
Harikrishnan S, Founder & Managing partner of Blue Lotus Capital an independent global asset management and advisory firm with assets under management of $ 330 million in conversation with Brijesh Damodaran, Managing Partner, Auxano Capital taking us through dynamics around the Indian financial markets & India as a asset allocation in both as a geography and asset class for global investors.
Time stamp:
2:27 - 7:55 - Outperformance of Indian equity market w.r.t to S&P index for 3 years in a row! - An indicator for global investors to look at India & have allocation in the portfolio?
9:29 - 15:30 - Most common talking point among investors “ depreciating Indian rupee” - A global fund manager's approach.
16:20 - 18:06 - State of economy and stock market movements - are they related?
18:22 - 23:00 - Difference in the approach of global investors & international investors towards AIF’s - Global fund manager’s experience!
23:32 - 25: 43 - A seasoned venture capital fund manager’s transition to managing funds in the public market - Differences observed in both asset classes!
26:12 - 28:06 - Asset allocation towards Indian markets in the portfolio - global investors should be allocating!
28:55 - 34:34 - Constants and changes w.r.t investment world observed by Mr. HariKrishan in his 3 decades of experience.
35:25 - 37:39 - Concept of first principles of thinking - Personal Insight.
