Is now a good time to invest in India? âYes!â say my guests, Gaurav Aggarwal, CFA & Piyush Sharma co-founders of Metis Capital Management, both the cyclical & structural factors are improving due to the political changes & economic climate. The government of Narendra Modi & his business-friendly Bharatiya Janata Party is trying to attract more foreign investment & boost business by lowering barriers & clarifying tax laws. But India is different from other emerging markets in terms of sector mix & pace of development; its structure & politics make it a most complex market. So what does it take to invest successfully in India or penetrate its $2 trillion domestic market? Metis runs 2 portfolios: India Undervalued & intriguingly India Underserved. Aggarwal & Sharma share their deep-dive forensic approach to finding small & mid-sized cap firms that helped them achieve an 84% return over the past 36 months. Their strategy can also help you ID the right sector & partner for your products. Tune in now for thisÂ Global Reach Episode “The Modi Effect: Metis Capital Management Co-founders on Optimism and Opportunities in India.”
We are all operating in a dynamic global marketplace, whether we reach across borders to find new customers and fresh ideas or face overseas competitors in our home market.Global Reach embraces the opportunities and challenges we encounter when operating in multiple countries and cultures. We talk with entrepreneurs and executives about their strategies for winning in fast changing world markets: cross-cultural communication, global branding, media and marketing, transportation and manufacturing, the future of finance, alternative investment strategies, innovation and IP protection.Global Reach interviews thought leaders about 21st century megatrends that impact international entities: trends like the business and politics of sustainability, the morphing nature of competitiveness, globalization, global companies vs national governments, worldview and growth prescriptions, emerging markets issues, and the corporate impact on society (governance, ethics and leadership).