29 Minutes with Siddarth Mehta, Founder & CIO of Bay Capital Partners

Hugo Rogers of Aravis Capital sits down with Siddarth Mehta, Founder & CIO of Bay Capital Partners, to discuss the current state of play in India.

India has long been the ‘chosen one’ for emerging market investors given its favourable demographics, dynamic economy, and geopolitical centrality as the world's largest democracy. In this podcast, we look to understand the size of the opportunity, the Indian consumer and whether we expect the next generation of Satya Nadella’s to stay in their country of birth to build world-leading technology firms.

Topics covered:

00:00 Disclaimer

01:05 Podcast Introduction

01:52 Framing the Opportunity

03:11 Is viewing India through the ‘China lens’ helpful?

07:28 Why is now (still) the time to invest in India?

09:29 How government policy is shaping infrastructure and growth

12:35 The Indian Tech Stack as a driver for change

15:36 Producing unicorns and the Indian company of the future

17:42 Shoring up the Brain Drain

20:16 Valuations – still worth it?

22:22 India’s geopolitical quandry – East, West or Centre?

24:54 Is the BRICs concept no longer helpful?

26:40 Views on ESG criteria for an emerging market

This Podcast was recorded by Aravis Capital Ltd which is an appointed representative of Aravis Partners LLP which is authorised and regulated by the Financial Conduct Authority (528684). Past performance is not a reliable guide to future performance, investments can go down as well as up, and you may get back less than your original investment.