 |
FundCalibre - Investing on the goAuthor: FundCalibre
Investing on the go gives you direct access to the people who manage your ISA and pensions savings. Our hosts will be interviewing finance professionals on everything from their successes and failures to current ideas and insights. At meetings, before events and even if we bump into them on the street, we'll grab five minutes with these experts to discuss how your own personal finances could be impacted by topics such as US elections, the move from petrol to electric vehicles, the growth in artificial intelligence and robots, and so much more. Our ultimate goal is to bring to life the world of investments and uncover new and exciting opportunities, all while inspiring you to invest and giving you the confidence and knowledge to make the right decisions. To do this we often ask the managers why they are invested in individual companies. This is for illustration only and should not be taken as a recommendation to buy or sell that stock. The fund manager may or may not still own these companies at the time of your listening. For more investment research visit us at www.fundcalibre.com and follow us on twitter and facebook @FundCalibre Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
Listen Now...
410. Why investors could be misreading India’s boom
Monday, 12 October, 2026
India has gone from emerging-market darling to a source of funding for the booming semiconductor trade, despite its domestic economy continuing to grow rapidly. Our guest, Andy Draycott, manager of the Chikara Indian Subcontinent fund, explores why foreign investors have withdrawn billions from Indian equities, whether concerns about the rupee and AI are justified, and why rising household wealth could transform consumption. We also look inside a concentrated portfolio targeting India’s domestic growth story, including private banks, quick commerce, hotels and aviation. Finally, we discuss India’s enormous manufacturing opportunity and why its growing importance to the global economy could ultimately bring international investors back to the market over the coming years.What’s covered in this episode: India’s economic and market disconnectWhy foreign investors are leavingThe semiconductor funding effectIs India losing the AI race?The outlook for the rupeeIndia’s hidden household wealthThe emerging middle classMcDonald’s enormous growth runway in IndiaWhy the portfolio is concentratedPrivate banks taking market shareIndia’s mortgage opportunityThe quick-commerce revolutionThe company offering eleven-minute deliveriesIndia’s travel boomRising demand for hotels and flightsIndia as the next manufacturing hubLearn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.
