Assertion Partly supported AI assessment confidence: 85% certainty 4/5 debate potential 3/5

Tannenbaum: 80% of new power generating capacity in India is renewable

Dan Tannenbaum · Dan Tennebaum - The Case for India at India Capital (EP.387) · May 23, 2024 · at 1:16:40

Dan Tannenbaum, Managing Director at India Capital, discusses foreign perceptions of Indian infrastructure versus reality.

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“In reality, 80% of new generating capacity in India is renewable.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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Assertion Supported
Tannenbaum: Indian private markets returned 35 cents per dollar since 2000
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Dan Tannenbaum May 23, 2024 ▶ 18:56 Dan Tennebaum - The Case for India at India Capital (EP.387)
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Dan Tannenbaum May 23, 2024 ▶ 1:03:01 Dan Tennebaum - The Case for India at India Capital (EP.387)
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“So much so that there's a Harvard Business School professor I worked with named Tarun Khanna, who'd done this seminal research where he said, conglomerates are the worst form of business unit and organization and suboptimal everywhere in the world, except Indi…”
Dan Tannenbaum May 23, 2024 ▶ 19:57 Dan Tennebaum - The Case for India at India Capital (EP.387)
Assertion Supported
Tannenbaum: India's stock index matched 8x GDP growth since 1999, beating China
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Dan Tannenbaum May 23, 2024 ▶ 30:40 Dan Tennebaum - The Case for India at India Capital (EP.387)
Assertion Supported
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“The other is that valuations must be expensive, and because India has had a relatively decent run, that too feels like it should be the case, but when you decompose it, yes, returns have been okay, but because earnings growth has been pretty strong for the lar…”
Dan Tannenbaum May 23, 2024 ▶ 1:03:35 Dan Tennebaum - The Case for India at India Capital (EP.387)
Assertion Supported
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