Sep 01 2024 85 mins 5
You might have noticed that the Indian business landscape has been going through a lot of ups and downs—companies that once dominated the market have either evolved, disappeared, or been replaced by newer, more agile players. And it’s not just about individual companies; it’s about how the entire economy is shifting and adapting to new realities.
In this episode of The Big Perspective, we're taking a closer look at some of the big changes happening within India Inc. To help us make sense of all this, I had a great chat with Saurabh Mukherjea, one of the most respected voices in Indian finance. Saurabh is the Founder and Chief Investment Officer of Marcellus Investments and knows this space inside out. He’s seen how India’s corporate sector has changed from the liberalization days of the 1990s to today’s tech-driven world.
In our conversation, Saurabh shares his thoughts on:
1. The idea of creative destruction and why so many companies from the '90s have disappeared
2. How Indian companies are keeping up with rapid technological changes
3. The shift in corporate profits and what it means for the market overall
4. What it says about our economy that the market cap of India’s top 100 companies has doubled between 2015 and 2022
5. Why the stock market is hitting new highs and what it means for investors
6. What’s next for key sectors like IT and banking as they navigate these changes
7. Whether you’re into investing, curious about the economy, or just want to understand what’s happening with India’s business world, this episode has something for you.
You can also watch this episode on YouTube.
