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What a global investor really thinks about India's next decade
Every great Indian enterprise has a story worth telling in full.
With The Intermission, The Ken's flagship long-form podcast, hosts Rohin Dharmakumar and Seetharaman G do exactly that—tracing the origins, turning points, and defining strategies of the companies that shaped modern India.
Built on exhaustive research and proprietary interviews, each episode unfolds as a richly reported narrative.
Stay tuned!
If you are in your 20s or 30s in India right now, things probably feel a little weird. The headlines say the country is a rocket ship, but your reality might be hiring freezes and stagnant salaries.
To understand why, we sat down with someone who actually moves the money. Since the 1990s, Rohit Chopra, portfolio manager/analyst at Lazard Asset Management, has managed billions of dollars across emerging markets: from Brazil to Korea to China and India. He doesn't look at the Indian market with pride or pessimism but with one question: is this the best place on Earth for his clients' money right now?
In this episode of Two by Two, Rahel Philipose and Rohin Dharmakumar dig into Rohit’s playbook. They discuss how he identifies "the Holy Grail" of businesses, why capital has been leaving India recently, and which sectors will actually define the next decade.
If you have ever wanted to sit across from a global fund manager and get the uncomfortable truth about where India really stands, this is the conversation you’ve been waiting for.
______
This episode was produced by Uddantika Kashyap and mixed and mastered by Rajiv CN, our resident sound engineer.
If you liked this episode, share it with your friends, family and colleagues. And if you have thoughts on the discussion, write to us at [email protected].
🚨The Ken's Zero Shot podcast is hosting a live event! This is a speculative yet realistic discussion built around one premise: what happens when AI agents take off in India? How will they rewire existing habits, business models and profit pools? Since nobody knows for sure, we won't pretend to have all the answers. Instead we are going to break the narrative. Click here for details.
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By The KenEvery great Indian enterprise has a story worth telling in full.
With The Intermission, The Ken's flagship long-form podcast, hosts Rohin Dharmakumar and Seetharaman G do exactly that—tracing the origins, turning points, and defining strategies of the companies that shaped modern India.
Built on exhaustive research and proprietary interviews, each episode unfolds as a richly reported narrative.
Stay tuned!
If you are in your 20s or 30s in India right now, things probably feel a little weird. The headlines say the country is a rocket ship, but your reality might be hiring freezes and stagnant salaries.
To understand why, we sat down with someone who actually moves the money. Since the 1990s, Rohit Chopra, portfolio manager/analyst at Lazard Asset Management, has managed billions of dollars across emerging markets: from Brazil to Korea to China and India. He doesn't look at the Indian market with pride or pessimism but with one question: is this the best place on Earth for his clients' money right now?
In this episode of Two by Two, Rahel Philipose and Rohin Dharmakumar dig into Rohit’s playbook. They discuss how he identifies "the Holy Grail" of businesses, why capital has been leaving India recently, and which sectors will actually define the next decade.
If you have ever wanted to sit across from a global fund manager and get the uncomfortable truth about where India really stands, this is the conversation you’ve been waiting for.
______
This episode was produced by Uddantika Kashyap and mixed and mastered by Rajiv CN, our resident sound engineer.
If you liked this episode, share it with your friends, family and colleagues. And if you have thoughts on the discussion, write to us at [email protected].
🚨The Ken's Zero Shot podcast is hosting a live event! This is a speculative yet realistic discussion built around one premise: what happens when AI agents take off in India? How will they rewire existing habits, business models and profit pools? Since nobody knows for sure, we won't pretend to have all the answers. Instead we are going to break the narrative. Click here for details.