Transcript
Introduction
Eric
My guest today is Saurabh Mukherjea, the Founder and Chief Investment Officer of Marcellus Investment Managers. Saurabh is one of the most articulate fund managers in India. And today, he makes it a compelling case for investing in the country.
We start with contrasting India and China and why China receives all the attention despite better results from the Indian market. We then cover the bull case for India, the rise of domestic inflows into the stock market and the nascent Indian bond market. We close with a discussion of risks and themes that Saurabh is excited about over the coming years. Please enjoy this conversation with Saurabh Mukherjea.
Eric
Saurabh, we've done a couple of episodes on India, and I think an interesting place to start would be during my investing career, India was a story that was pitched quite a bit. And it wasn't a necessarily, but I think an interesting question is why is it that we would be pitched India as a breakout investment every quarter or every year and in spite of that, it never felt like the investment ever met the level of pitch that we got.