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EssentialHow To Unf*ck Your Future

Part 9: "Gradually, Then Suddenly": The Underappreciated Opportunity in India

Featuring Maggie Lake and Angus Shillington

Mar 22, 2023 • 51 minutes

Essential

How To Unf*ck Your Future

Part 9: "Gradually, Then Suddenly": The Underappreciated Opportunity in India

India is poised for rapid, disruptive growth -- but investors have gotten burned in the past. What might they be missing?

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Featuring Maggie Lake and Angus Shillington

Mar 22, 2023 • 51 minutes

India’s reforms on the economic, political, and social levels have been ongoing for decades, and the unique opportunities this presents have enticed investors. Even so, finding true success in India has long eluded them. Angus Shillington, deputy portfolio manager of emerging markets equity at VanEck, joins Real Vision’s Maggie Lake to uncover what investors have misunderstood about India and why the sequential effects of India’s reforms and the opportunities it provides will eventually release all at once. Recorded on March 9, 2023.

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How To Unf*ck Your Future is an important two-week series designed to help you get to where you want to go in the future because that's really what investing is all about. In the first week, we explore the ways in which we're all f*cked from debt and demographics to monetary policy and geopolitics. In week two, we (thankfully) move on to the solutions with a line-up of true experts talking to us about the vast secular opportunity in India, physical commodities, AI, and more. By the end, you'll not only have a much deeper understanding of the problems we face, but a much deeper understanding of some of the solutions, too.

More Episodes

How To Unf*ck Your Future is an important two-week series designed to help you get to where you want to go in the future because that's really what investing is all about. In the first week, we explore the ways in which we're all f*cked from debt and demographics to monetary policy and geopolitics. In week two, we (thankfully) move on to the solutions with a line-up of true experts talking to us about the vast secular opportunity in India, physical commodities, AI, and more. By the end, you'll not only have a much deeper understanding of the problems we face, but a much deeper understanding of some of the solutions, too.

More Episodes

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