An investor, a CA & a journalist discuss markets, economy, transparency and transformation in India
Manage episode 440844243 series 3465829
How should corporations & aspiring youth look at Indian markets and its political economy. Look no further than this podcast with Pavan Sharma, partner at BCL India, Saketh R, founder of QuickAlpha and senior journalist Vishal Krishna.
00:00 - Introduction to the guests, setting the context of discussing India’s economic future & aspirations of youth.
01:40 - The post COVID-19 investing boom in India, a great run.
04:56 - Corporate expectations in India and the optimism backing the markets.
06:52 - Is India over priced - a realistic view.
09:46 - Could a global recession hit us, even with India being business friendly.
11:20 - Indian talent and the business friendly policies that India needs to maintain.
16:16 - India is creating a system of accountability and transparency.
18:12 - Family offices investing and retail “young” investors view of the market.
22:10 - Difference between trading and investing
23:15 - Rs 63000 crore went to large investing institutions, individual traders lost money.
30:23 - Influencers being regulated.
33:40 - Global fissures in economy and how Indian economy is resilient.
39:18 - An entire generation of Indians have not faced a recession.
42:15 - Indian entrepreneurs encouraged to new heights and inspiring new ideas.
45:00 - Having good regulations that support business.
46:00 - What can hurt India - jobs/skills/investing.
51:00 - India’s population edge or a tough thing to manage.
56:12 - India needs new cities.
58:00 - Talking about our companies
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90 episoade