Nilesh Shah on Destiny, Doing the Right Thing and the Big Indian Investment Opportunity

Mint Equitymaster Investor Hour
07/11/2022 1h 15min Episodio 18
Nilesh Shah on Destiny, Doing the Right Thing and the Big Indian Investment Opportunity

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Episode Synopsis

Nilesh Shah is perhaps one of the best debt fund managers India has ever had. Not only did he rack up great returns, Nilesh once told investors in his fund to redeem their monies as the future was likely to be bleak. That’s quintessential Nilesh for you. Always focused on his investors. Nilesh is a big believer in the India story. As he puts it, India’s GDP grew 10x in the last 25 years. And he believes that a 10x will happen again. Listen in to understand how to play this opportunity...
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