Hear the Bengal Growling: Featuring Malabar Investments

A "boots on the ground" assessment of opportunities in India's evolving equity markets from Malabar Investments' Sumeet Nagar and Akshay Mansukhani.

In the February episode of the FEG Insight Bridge Podcast, Malabar Investments Advisors Sumeet Nagar and Akshay Mansukhani join FEG CIO Greg Dowling in an in-depth discussion. This month they analyze the differentiating quality of the Indian market versus other emerging markets and the importance - and benefit - of a comprehensive understanding of market liquidity. A history of entrepreneurial spirit, low-cost structure and an attractive mix of domestic and offshore capital have combined to make Indian private markets worthy of attention.

Tune in for this in-depth discussion of the opportunities and risks within India's evolving and growing private markets.

Key Takeaways:

• Across public and private markets, reform and culture have created structural change and spurred growth and opportunity.
• Often an outlier among broader Emerging Markets, domestic and international capital flows have increased in India along with GDP.
• Oil prices remain an economic risk in India, but great progress has been made in reducing reliance by expanding use of renewable energy.
• Local access, acumen and understanding remain essential to unlocking value and managing liquidity across markets and market capitalizations in India.

Episode Chapters