Insights from Saurabh Mukherjea: India’s Economic Transformation Explained ft Shrishti Sahu | Ep31 The India Opportunity Show
Marcellus Investment Managers has over 8000 Crores assets under management
Hello everyone, welcome to The India Opportunity Show where you get a front-row seat to people building India’s future. We talk about unlocking the potential of the country with founders, investors, creators, and successful leaders from different fields to bring you real-life stories and behind-the-scenes of what it takes to be at the forefront of building the India Story.
The 31st episode of The India Opportunity Show is out now! You can watch it on YouTube or listen to it on Spotify or Apple Podcasts.
Hello and welcome everyone, excited to share this latest episode of the India Opportunity show! Our guest today is Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. An investment firm that has over 8000 Croresof assets under management. Marcellus rose to prominence in a very condensed timeline and offers various PMS schemes to its customers. Saurabh is also the author of several books including Coffee Can Investing, Unusual Billionaires and now is releasing a new book called Behold the Leviathan - The unusual rise of modern India. He is someone who has been very vocal about the Indian opportunity and I’m thrilled to be doing this deep dive with him today - where we talk about public markets, indian economy, his new book and so much more. We also have the privilege of hosting Nandita Rajhansa who’s the Economist at Marcellus and has co-authored this new book with Saurabh.
Takeaways
India has undergone significant changes, showcasing a new economic landscape.
The rise of a new elite is reshaping consumption patterns in India.
Women are increasingly becoming financially empowered and successful in business.
Digital public infrastructure is revolutionizing credit access and economic efficiency.
India has more consistent compounders than China, indicating strong economic potential.
The next decade presents promising opportunities for private equity and family offices.
Emerging challengers are set to disrupt traditional market leaders.
Understanding intangible assets is crucial for valuing modern companies.
Economic cycles are natural, and investors must adapt to changing conditions.
The undervaluation of companies with strong IP presents investment opportunities. Trent and similar companies leverage technology for competitive advantage.
Investing in undervalued companies can yield significant returns.
The correlation between Indian and American markets is low, presenting unique opportunities.
The power law indicates that a small number of companies generate most profits.
AI will replace some jobs but also enhance productivity in others.
Bangalore's transformation showcases the power of tech-driven development.
FinTech in India has potential, especially in savings and wealth management.
Investors should focus on long-term growth rather than short-term fluctuations.
The China plus one strategy positions India as a reliable alternative supplier.
Marcellus aims to be a leading capital allocator for Western investors.
Chapters
00:00 Introduction to India's Growth Story
02:24 The Rise of a New Indian Elite
04:41Empowerment of Women in India
09:32 Digital Public Infrastructure and Economic Transformation
18:12 Consistent Compounders: The Backbone of India's Economy
24:40 Emerging Challenges and Opportunities in the Market
32:06 Understanding Undervalued Companies
34:33 Global Investment Opportunities
37:12 India vs. China: The Manufacturing Debate
40:51 The Power Law in Public Markets
44:00 AI's Impact on Employment
47:25 The Evolution of Bangalore
54:24 FinTech Opportunities in India
57:55 Future Ambitions for Marcellus
Follow Saurabh here: Linkedin
Follow Shrishti here: LinkedIn Twitter
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Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered financial advice. Viewers are encouraged to conduct their own research and consult with a qualified financial advisor before making any investment decisions.
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