023 Investing in India Part 1 With Dhaval Kotecha
The 7investing Podcast - Podcast autorstwa 7investing
Kategorie:
7investing.com Founder Simon Erickson and Lead Advisor Matthew Cochrane talk to Dhaval Kotecha about investment opportunities in India.
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Timestamps:
0:00 – Introduction
4:42 – An overview of India's demographics and geo-political structure.
5:55 – Different tiered cities in India and the growing urbanization movement.
9:37 – India's growing middle class.11:51 – India's retail structure and the digitization of payments.
15:36 – E-commerce in India
17:06 – Comparisons between India's and China's online economy
21:09 – What Amazon.com and Walmart are doing to grow their presence in India.
24:23 – The history of Reliance Industries.
26:35 – Reliance Industries, the industrial conglomerate
28:16 – Jio Platforms: "the cheapest mobile data plan in the world"
30:30 – Jio's growing ecosystem
34:39 – How do American investors invest in Jio?
39:30 – Why foreign investments are pouring into Jio Platforms