Khalid: 5% Rupee Depreciation Does Not Negate 25% Indian Equity IRRs
Matein Khalid · Global Investor Matein Khalid On World Economy | The Neon Show · Dec 20, 2024 · at 52:33
Asset manager Matein Khalid argues that Gulf expats make an analytical error avoiding Indian investment opportunities due to currency depreciation concerns.
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“Even some of the expats over here, you see, oh my God, we cannot invest in five years in India because, and they miss out a lot on that, you know, with that thought process that the rupee is a constantly depreciating thing. Of course, a four percent, five percent depreciation of the rupee can be taken For granted, but if I can make a, you know, a 20% return IRR, 25% return IRR in a good stock or in a venture capital fund or a private equity fund, then it merits.”
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