024 Investing Opportunities in India Pt 2 with Ramneek Kundra & Saket Reddy

7investing advisors Simon Erickson and Matthew Cochrane chat with Ramneek Kundra and Saket Reddy about investment opportunities in India. They also share their key takeaways.

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Timestamps: 

0:00 – Ramneek Kundra introduction 

2:41 – India's macroeconomic outlook

4:54 – Corporate governance, shady accounting tricks, and investing frameworks for India

7:44 – 20 companies generate 70%+ of the country's corporate profits 

9:59 – ITC Ltd as an investment opportunity 

11:16 – ITC is diversifying away from tobacco products 

12:41 – ITC's profitability and valuation 

23:39 – India's attitude towards smoking 

29:20 – Saket Reddy introduction 

30:46 – Challenges to investing in India 

32:07 – Investment opportunities in India 

34:37 – Why Indian investors prefer fixed income accounts 

37:28 – Indian government regulations that can affect investors 

40:13 – Abbott India as an investment opportunity 

42:39 – Healthcare policies in India 

43:53 – Concluding thoughts and key takeaways from Simon and Matt