S2 Ep 2: Indian Vs World Economy with MD of Kotak Mahindra AMC Mr Nilesh Shah | Nirav Panchmatia
Description
Welcome to our Podcast which is all about Investing Wisdom! In this Second Episode of Season 2, we kick off with an insightful discussion with the MD of Kotak Mahindra AMC. Mr. Nilesh Shah. We dive deep into understanding the nuances of Indian Economy V/s. The World Economy and what would lead India to become the VISHWA GURU by 2047
Topics covered in this episode:
- The World Economy today vis-a-vis the Indian Economy
- India's position in the World Economy today
- Reasons for the slow growth of India compared to other developed nations
- How the combination of talent, capital, and infrastructure is creating the growth story for India
- The growth trajectory of India in the next 5 years
- Understanding VIKSIT BHARAT - 2047
- The story of Lord Mahavir & Chandkaushik and its lessons
- The importance of growth, governance, and green initiatives
- The definition of good business
- Explaining the "dirty float"
- Mutual funds as a capable and transparent tool for achieving long-term goals
- Indian equities vs. Chinese equities
- Mutual funds vs. other asset classes
- Concentrated vs. diversified portfolios
- Managing the psychology of investors
- Maturity of investors in India
- Willingness of people in India to give back to society
Tune in for an episode filled with valuable insights and strategies to navigate the evolving economic landscape. Don't forget to like, share, and subscribe for more episodes!
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