William Blair’s Post

It was a pleasure to speak with Taimur Baig and Ben Mathias for the 7th episode of Economist Impact's Asia Perspectives podcast series “Shelter from the storm: investing in the era of uncertainty”. In this episode titled “India’s time to shine? Opportunity and risk in India”, we discuss business and investment opportunities and risks in India. Taimur Baig is the Managing Director and Chief Economist at Group Research at DBS Bank and Ben Mathias is the Managing Partner at Vertex Ventures SE Asia & India. The podcast series is sponsored by EquitiesFirst. In the last six years, India’s business environment rankings rose 10 places among the 82 countries assessed by Economist Intelligence: EIU. Expanding investments will be crucial in maintaining the country’s favourable position for investors. To achieve this, India needs to keep improving regarding ease of doing business and governance transparency. Transforming the infrastructure to meet the needs of a growing economy is also key. The full episode is available here: https://lnkd.in/gwtWi7Jt Stay tuned for the upcoming episodes to navigate the investment ecosystem in Asia-Pacific. Excited to have many more interesting conversations with experts! The Economist #india #investment #business #opportunity #risk #asiapacific #asia #infrastructure #economy #growth #investor #podcast #expert #thoughtleadership

🎧 An insightful conversation with Dr Jagat Shah, MBA, CMC, PhD. on my podcast - The Sound of Money, where he sits down to discuss: ✅ how combining investment and trade summits led to international investors flocking to India and also growth of local partners/ businesses ✅how digital platforms in India have made investing in India more transparent and accessible ✅how he started initiatives for skill development, retirees and rural development by 'Adopt a village' program for NRIs ✅ why any form of exports is possible from India All this and more from the very humble and down to earth, Dr Shah for who believes in the philosophy of 'Action @ Speed of Thought' ! YT link in the comments.

Key Theme: 🌏 India’s Economic Growth: 🚀 India’s rapid growth potential is highlighted, with a focus on local and global trends. 💵 Global Economic Landscape: 💰 Discussion on the role of the US dollar and concerns over rising US debt and de-dollarization. 📈 Emerging Markets: 🌱 Opportunities in emerging markets like India are explored, alongside unique challenges. 💼 Career Advice: 💡 Follow your passions and think long-term! Understanding cultural contexts is key in a global career. 🗺️ Geopolitics: 🔥 US-China rivalry and its effect on global markets is discussed. Key Takeaways: 🇮🇳 India’s Potential: 📊 Poised for growth but needs to improve infrastructure and ease of doing business. 🌐 Global Economic Uncertainty: 🤔 Rising US debt, de-dollarization, and geopolitical tensions are key concerns. 💼 Career Choices: 🔍 Pursue passions with long-term goals in mind. 🌍 Cultural Understanding: 🧳 Essential for success in a globalized world. 🌏 India’s Role: 🏗️ Key player, but needs better infrastructure and regulations. Potential Follow-up Questions: 🤖 Impact of AI on India’s job market? 🌱 Sustainable investing in India & globally? 💸 Future of cryptocurrency and its effect on finance? 🚀 Challenges & opportunities for entrepreneurship in India? 🔥 Climate change’s impact on the global economy? https://lnkd.in/eqa8s9Wr

A must watch episode for the Indian diaspora!

In the second of two episodes, Investment director Natalya Zeman, India specialist Anirudha Dutta and equity analyst Himanshu Sharma delve into the current risks and opportunities in India. They also discuss how their recent research trip has influenced their investment perspectives. Listen here: Website: http://spr.ly/6040nYx9A Apple Podcasts: http://spr.ly/6041nYx97 Spotify: http://spr.ly/6042nYx9C (FOR PROFESSIONAL INVESTORS ONLY) #emergingmarkets #India #longterminvesting #activemanagement

In the second of two episodes, Investment director Natalya Zeman, India specialist Anirudha Dutta and equity analyst Himanshu Sharma delve into the current risks and opportunities in India. They also discuss how their recent research trip has influenced their investment perspectives. Listen here: Website: https://lnkd.in/gCkzMJgg Apple Podcasts: https://lnkd.in/gFshkqTR Spotify: https://lnkd.in/gj7s3gBh (FOR PROFESSIONAL INVESTORS ONLY) #emergingmarkets #India #longterminvesting #activemanagement

[PODCAST] ‘We should start seeing our inflation rate moderating towards the second half of next year. But I think the first half will remain more of the same’ - #ElizeKruger on #MoneywebAtMidday with #JeremyMaggs. Download the podcast below.

Tune in to the new episode of ISI Talks India Podcast: "Unlocking India's Economic Secrets with Alternative Data" focused on the transformative impact of alternative data in clarifying the complexities of India's economic landscape with CEIC Data, narrated by Alexander Ivanov, Head of Quantitative Research and Innovation at ISI Emerging Markets Group. Listen now: https://hubs.la/Q02rs9030 Missed our latest in-depth webinar on alternative data? Access the full recording here: https://hubs.la/Q02rs36L0 #indianeconomy #alternativedata #podcast

In the first of two episodes, Investment director Natalya Zeman speaks to India specialist Anirudha Dutta and equity analyst Himanshu Sharma. Recently returned from a research trip to India the trio provide notes from the fields and discuss how Capital Group's boots on the ground approach informs our investment decision making. Listen here: Website: http://spr.ly/6047nYx6V Apple Podcasts: http://spr.ly/6048nYx6n Spotify: http://spr.ly/6049nYx6X (FOR PROFESSIONAL INVESTORS ONLY) #emergingmarkets #India #longterminvesting #activemanagement

One of the most intriguing sessions at the Cincinnati Vistage meeting was the Economic Outlook session by ITR Economics. Here are some key highlights: - Interest rates are projected to reach their low in 2025 and will increase slightly in 2026. - A boom cycle is expected to begin in 2025. - The boom cycle is predicted to end around 2030, leading to a Great Recession. - Demographic changes, along with healthcare and entitlement costs, will impact inflation and the US National debt by 2030. What actions should one take now? Seize opportunities in the next five years. Are you ready to benefit from the boom and prepare for the future downturn? For more insights, check out this podcast: (https://lnkd.in/gT6Vjp9J)