India, every mention
4 scenes (said by Ellen Ellison) · ← back to India
tap a year for its mentions
every year anyone Dan Tannenbaum 91Ted Seides 51Ellen Ellison 21James Aitken 19Bruce MacDonald 18Muthu Muthiah 14Louis-Vincent Gave 8Jenny Heller 8Kimberly Sargent 7Ed Grefenstette 7
Verbatim, from the transcripts: the passages where India comes up
Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
- ▶ 5:41 Ellen Ellison About 18 months to two years ago, and we had done a deep dive for Indian managers, and in the context of that, we started talking to Rashmi.
- ▶ 42:54 Ellen Ellison Can combine, I think of it as a barbell, these issues of tremendous growth, but perhaps more limited liquidity characteristics and small to mid cap stocks with the larger cap companies that are more liquid in India. 4 times in the scene
- ▶ 54:21 Ellen Ellison So I've spoken with a number of managers who have been very constructive on how business in India has reacted during this awful pandemic period, and it's interesting to see, well, first of all, the Indian markets are doing well, but I'd… 6 times in the scene
- ▶ 1:02:55 Ellen Ellison So you're talking about the unofficial, the informal economy versus the official economy, which obviously under Prime Minister Modi forced the black, we call it the black market in India, they call it the informal economy, forced all of… 10 times in the scene