29 Minutes with Siddarth Mehta, Founder & CIO of Bay Capital Partners

Hugo Rogers of Aravis Capital sits down with Siddarth Mehta, Founder & CIO of Bay Capital Partners, to discuss the current state of play in India.

India has long been the ‘chosen one’ for emerging market investors given its favourable demographics, dynamic economy, and geopolitical centrality as the world's largest democracy. In this podcast, we look to understand the size of the opportunity, the Indian consumer and whether we expect the next generation of Satya Nadella’s to stay in their country of birth to build world-leading technology firms.

Topics covered:

00:00 Disclaimer

01:05 Podcast Introduction

01:52 Framing the Opportunity

03:11 Is viewing India throu ...