India, every mention

23 scenes (2026) · ← back to India

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where India comes up

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▶ 1:35 Ted Seides Our conversation covers Rajiv's path from trading in India to his long tenure at Vauntable and founding of GQG.
▶ 8:09 Rajiv Jain And I was in India. 3 times in the scene
▶ 52:52 Rajiv Jain And not just China, but India, it's a almost four and a half trillion dollar GDP.
▶ 1:06:15 Rajiv Jain Oh boy, that is drudgery, because you have dozens of documents, and this is India, so complexity increases.

▶ 44:18 Josh Steiner I spent a lot of time on the investing side, and then I took a sabbatical, moved with my family to India.

▶ 12:40 Rodney Comegys My team, for example, has worked very hard in the last couple of years to make the closing auction in India possible because we buy a lot of Indian securities on our index funds. 2 times in the scene

▶ 8:28 Joel Holsinger We'd set it up initially to global health, partly inspired by my mom and my grandmas, partly inspired by my dad, who was going to India in the seventies and doing trips there in South Sudan until about three or four years ago, and Ukraine… 3 times in the scene
▶ 16:45 Joel Holsinger We also did a project with educate girls where they're effectively through a mentor program going door to door in rural parts of India. 2 times in the scene

▶ 2:11 Ted Seides We discussed the principles of VCU's approach, including building a portfolio around secular tailwinds like India, Vietnam, gold, and artificial intelligence while maintaining abundant liquidity to act
▶ 31:32 Bruce MacDonald We spent a lot of time in India. 6 times in the scene
▶ 35:40 Bruce MacDonald We also got fortunate where managers that weren't necessarily India focused, but had 4 times in the scene
▶ 38:38 Bruce MacDonald Part of the thesis there was we have this Indian Vietnam exposure. 3 times in the scene
▶ 48:37 Bruce MacDonald India right now is going through a very difficult period. 4 times in the scene
▶ 56:10 Bruce MacDonald The current conflict in Iran is troubling from the perspective of our India and Vietnam exposure, so we're focused on that.

▶ 11:00 Ed Grefenstette Our focus on China and India, it's a big chunk of our 52% that's venture.
▶ 46:23 Ted Seides I'd love to turn back to, Ed started in talking about India and China, and get both your thoughts on non-US venture opportunities. 6 times in the scene
▶ 49:25 Ted Seides Sean, have you looked at China and India?

▶ 41:15 Bobby Jain I said, Asia is going to be a more finessed market with the very Korea, China, onshore, offshore China, Japan, India, Southeast Asia.
▶ 52:42 Bobby Jain You're setting up a business in India, not that easy, but once you do it, you could probably get access to some things.

▶ 24:19 Nick Rohatyn Now, if you look at equities, the MSCI global, Korea, China, India, Brazil, make up 70 plus percent of that index.
▶ 50:20 Nick Rohatyn To give you a related example, one of the lessons learned on these acquisitions, many years later, in 2017, 2018, comes JP Morgan, and they've got an infrastructure private equity business in India. 2 times in the scene
▶ 1:00:48 Nick Rohatyn We have a business in India as well that is managing mostly infrastructure and renewables.
▶ 1:07:39 Nick Rohatyn So if you say, well, I'm just going to invest in China and India because these are the largest economies,

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