India’s Investment Titans See Opportunity
Featuring Navneet Munot & Saurabh Mukherjea
Published on: June 27th, 2018 • Duration: 36 minutes • Asset Class: Equities, Bonds/Rates/Credit • Topic: Asia, Macro, Emerging marketsWhat does the future hold for India – and where are the most compelling opportunities for investors now? Real Vision’s Alex Rosenberg sits down with two giants of the Indian investment industry to find out. Navneet Munot is CIO of SBI Funds Management, which is a joint venture of the State Bank of India. As such, he oversees more than $30 billion in investments, and runs India’s largest investment team. Saurabh Mukherjea is the CEO of Ambit Capital, which has consistently been rated India’s “most independent” brokerage, and is a prominent strategist and investment writer. In this conversation, the two experts touch on India’s economic future and the state of its markets. Filmed at CFA Society New York on June 7, 2018.