The India Opportunity - Mr. Sunil Singhania, CFA | Founder, Abakkus Asset Manager LLP. | Podcast

The India Opportunity
Our new podcast episode in the series 'Economy and asset classes' is out.
In conversation with Mr. Sunil Singhania, CFA, Founder of Abakkus Asset Management and an Investment management industry veteran.
He shares his thoughts with Jolly Balva, CFA on the next decade of India's growth story. They explore the nuances of the key fundamentals drivers of growth for India, with the 'Dragon to elephant' tilt in perspective.
Please read the regulatory disclosure for Abakkus at abakkusinvest.com/regulatory-...
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[@meetumalik6746]

Brilliant sunil ji

[@sunilgarg6702]

Always a pleasure listening to Sunil ji. Feel positive!

[@pinalhemant9598]

I admire you a lot sir..truly most dignified person...

[@jainsid100]

Great and Insightful discussions..

[@z2zugzwang]

Higher middle income country in next decade? Sounds great but the multiplier effect of public capex seems to be incrementally reducing over time. Hope you are right on the private capex sunil sir. Need the extra push to shift into a different orbit.

[@sudhirsamdani4072]

Excellent

[@z2zugzwang]

17:55 - are we manufacturing compressors or still importing them? If yes, since it's the most important part of an AC or refrigerator. Shouldn't we call it assembling instead of manufacturing?

[@z2zugzwang]

23:33 - wasn't rainfall in India in 2023 less than our long term average?

[@z2zugzwang]

15:15 - isn't it Rs.6000/- a year?

[@itsaakashpatel]

🎯 Key Takeaways for quick navigation: 00:38 *🌍 India compared to China in terms of investment potential two decades ago.* 01:06 *📈 Sunil Singhania's impressive track record in asset management highlighted.* 02:15 *📊 Discussion on India's economic projections and future status as a developed country.* 03:35 *🚀 Predictions for India's trillion-dollar economy growth within a decade.* 05:37 *🏗️ Significant increase in government budget for infrastructure and future investments.* 06:31 *🏢 Analysis of private sector's recovery and investment after COVID-19.* 08:19 *🔋 Discussing India's push towards manufacturing in sectors like semiconductors and EVs.* 09:55 *🚄 Expansion in transportation infrastructure, including bullet trains and new airports.* 23:29 *🌾 Improved agricultural outcomes expected to boost consumption due to good monsoon seasons.* 23:59 *📈 Optimism about the revival of mass consumption in India as economic conditions improve.* 24:25 *🛍️ Shift in consumer spending towards recreation and luxury goods post-pandemic.* 25:07 *🎉 Increase in discretionary spending as economic and income levels rise in India.* 26:16 *📊 Significant growth in mutual fund investments and SIPs indicating robust financial market activity.* 27:27 *💰 Potential doubling of systematic investment plan contributions, reflecting a growing investment culture.* 28:19 *🏛️ Continued confidence in the growth of India's economy and its attractiveness to investors.* 30:25 *🌏 Increasing foreign investment in India's markets and industries, despite global economic uncertainties.*