Thailand

6 statements across 6 episodes · 2 bullish · 2 bearish · 6 people on the record · first statement Feb 16, 2024 by Ishendra Agarwal · said 32 times in 17 episodes since 2022 · across every show →

Mentions by year

brought up most by Sharad Sharma (8), Vinay Bagri (4), Siddhartha Ahluwalia (4), Sudheesh Nair (2), Ishan Sharma (2), Vikas Nahar (1), Subhash Chandra Garg (1), Raviteja Dodda (1)

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2026 3 mentions in 2 episodes 2 per episode
2025 4 mentions in 3 episodes 1 per episode
2024 16 mentions in 9 episodes 2 per episode
2023 8 mentions in 2 episodes 4 per episode
2022 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Thailand, oldest first

Feb 16, 2024
Disclosure
GIVA fully outsources manufacturing across five countries
“So, we don't we don't do any manufacturing. All our manufacturing is outsourced to our manufacturing partners. And this is our India, China, Thailand, Turkey, Italy, and five countries, my manufacturing partners.”
Ishendra Agarwal Feb 16, 2024 ▶ 42:16 Understanding Indian consumers & breaking down jewellery brands w/ GIVA Founder Ishendra Agarwal
Apr 27, 2024 positive
Assertion Partly supported
Kant: India launched Incredible India while competitors stopped tourism marketing
“When peak of the crisis, peak of the challenge, when there was very low occupancy, ah, Indonesia, Thailand, Malaysia, all had stopped their marketing campaign. We launched the incredible India campaign.”
Amitabh Kant Apr 27, 2024 ▶ 37:34 G20 Sherpa Amitabh Kant On UPSC, Working With PM Modi, Incredible India & Amrit Kaal I Neon Show
Oct 23, 2024
Assertion Partly supported
Only six emerging markets were open to foreign investors in 1987
“When we started that emerging markets fund the only markets were open at that time. Were Hong Kong, Philippines, Malaysia, Singapore Thailand, and Mexico. That was it. All the other, of course, that time, China was closed. Russia was closed. Most of Latin Amer…”
Mark Mobius Oct 23, 2024 ▶ 10:27 Millionaire Investor On PM Modi, India Opportunity, & Wealth Creation | Mark Mobius | Neon Show
Jan 24, 2025 bearish
Opinion
Manickam: Southeast Asian chip hubs lack talent depth for fabrication
“Malaysia, Thailand, Philippines, and Singapore and all that, they have a lot of manufacturing and not so much on the fab, but on the backend, we call packaging and so on. But the depth of, you know, engineering requirements, right? Are still not there, right? …”
Raja Manickam Jan 24, 2025 ▶ 40:37 Nvidia’s Success, Chip Race, India’s Semiconductor Mission, & Hardware Vs Software | Raja Manickam
Mar 15, 2025 negative
Prediction Not checkable as stated
Sharma: India Has 5 Years To Avoid Remaining A Services Nation
“This is next few years, our make or break off for India, because as the supply chains are up in the air, We can find our place in this world, you know, by dominating some parts of the supply chain. If we don't do this in the next four or five years, you know, …”
Sharad Sharma Mar 15, 2025 ▶ 1:44:21 $200B in UPI,1.3B Aadhaar Users, 943M on ID Platform: Why More Indians Must Know about DPI
Apr 16, 2026 positive
Assertion Not checkable as stated
Nair: Thailand Was One of Nutanix's Most Profitable Regions
“Thailand pound for pound happened to be one of the most profitable regions for us. Why? Because Cost of living and cost of doing business is low, and people are willing to spend.”
Sudheesh Nair Apr 16, 2026 ▶ 1:01:38 After $9B IPO This Founder is Rebuilding Internet for Agents | Sudheesh Nair, Thoughtspot, Nutanix
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