“The digital beast in India is about to awaken”
"Digital emergency of 300 million people offer unrivaled opportunity"
"Last call for e-train to Mumbai, hop on board"
These are quotes from Sunil's articles on Seeking Alpha. Sunil is a fund manager who cut his cloth in Schroders London. He joined Coronation South Africa in 1998, running the Smaller Companies Fund which had the best 5-yr record in the sector during his tenure. In 2005 he left Coronation to pursue his passion in writing (and invest without constraints). He recently completed his first novel, a financial thriller called "White Man's Numbers."
In this podcast, we discuss macro economic trends and specifically dive into investing in the "last digital frontier" that is India 🇮🇳.
Intro - 0:00
Investment Mental Schema - 3:00
How to Assess Management - 10:13
Accounting 10K/10Q - 13:00
Investment as a Story - 14:20
Segmental Analysis and Profit Margin - 15:48
Macro-Trends (QE + Interest Rates) and Value vs Growth Investing - 17:18
Intro to Indian Market 🇮🇳 & Digitalization of India - 23:50
Indian Success Stories - 37:55
Fraud in India - 42:49
Auditors in India - 45:20
Don't Give Your Money to Managers - 47:53
Seeking Alpha - 48:30
Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah
Sunil Shah Email: shah@icon.co.za
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