Join us to understand:
• How a decade of structural reforms has made the Indian economy leaner & meaner?
• How enterprising companies have capitalized on the structural reforms to transform their fortunes?
• Why foreign investors are increasingly keen to replace Chinese stocks with Indian stocks in their portfolios?
• How you can benefit from all of the above (and thus benefit from the global turmoil)?

Find more videos ► [ Ссылка ]
Learn more about us ► [ Ссылка ]
Not receiving the Newsletter? Mail us at ►sales@marcellus.in

0:00 - Introduction
2:00 - The 'American Century' is the best mental model to understand India right now
5:00 - The Economist has captured the rippling structural changes in India
8:40 - Change #1 - Transport & Communication Networks
12:45 - Change #2 - GST, Tax Reforms, the 'Formalization' of the Economy
15:29 - Change #3 - The banking system clean-up
19:17 - Change #4 - Jan-Dhan, Aadhar, Mobile (JAM) and the 'India Stack'
22:29 - The Interplay of these changes
27:16 - The Dark Side of the Structural Changes
30:03 - The Benefits of Structural Changes
41:01 - The Economic Challenge from China is fading
43:57 - Q & A starts
44:30 - Will HDFC Life, Bajaj Fin .etc function well in the rising interest rates scenario?
49:19 - Why don't higher free cash flows and fundamentals better share prices?
1:03:12 - If free cash flow remains negative, do we exit?
1:09:20 - The relationship between crude oil prices and a recession
1:11:43 - Input Cost inflation and the CCP Portfolio
1:22:53 - Why do you buy InfoEdge stock?
1:29:58 - What books are you currently reading?
1:33:47 - HDFC






Note: the above material is neither investment research, nor investment advice. Marcellus does not seek payment for or business from this material/email in any shape or form. Marcellus Investment Managers Private Limited (“Marcellus”) is regulated by the Securities and Exchange Board of India (“SEBI”) as a provider of Portfolio Management Services. Marcellus is also a US Securities & Exchange Commission (“US SEC”) registered Investment Advisor. No content of this publication including the performance related information is verified by SEBI or US SEC. If any recipient or reader of this material is based outside India and USA, please note that Marcellus may not be regulated in such jurisdiction and this material is not a solicitation to use Marcellus’s services. This communication is confidential and privileged and is directed to and for the use of the addressee only. The recipient, if not the addressee, should not use this material if erroneously received, and access and use of this material in any manner by anyone other than the addressee is unauthorized. If you are not the intended recipient, please notify the sender by return email and immediately destroy all copies of this message and any attachments and delete it from your computer system, permanently. No liability whatsoever is assumed by Marcellus as a result of the recipient or any other person relying upon the opinion unless otherwise agreed in writing. The recipient acknowledges that Marcellus may be unable to exercise control or ensure or guarantee the integrity of the text of the material/email message and the text is not warranted as to its completeness and accuracy. The material, names and branding of the investment style do not provide any impression or a claim that these products/strategies achieve the respective objectives. Further, past performance is not indicative of future results. Marcellus and/or its associates, the authors of this material (including their relatives) may have financial interest by way of investments in the companies covered in this material. Marcellus does not receive compensation from the companies for their coverage in this material. Marcellus does not provide any market making service to any company covered in this material. In the past 12 months, Marcellus and its associates have never i) managed or co-managed any public offering of securities; ii) have not offered investment banking or merchant banking or brokerage services; or iii) have received any compensation or other benefits from the company or third party in connection with this coverage. Authors of this material have never served the companies in a capacity of a director, officer or an employee.

This material may contain confidential or proprietary information and user shall take prior written consent from Marcellus before any reproduction in any form.

свернуть