The Modi Effect: Metis Capital Management Co-founders on Optimism and Opportunities in India
July 31, 2014
Hosted by Té Revesz
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Is now a good time to invest in India? “Yes!” say my guests, Gaurav Aggarwal, CFA & Piyush Sharma co-founders of Metis Capital Management, both the cyclical & structural factors are improving due to the political changes & economic climate. The government of Narendra Modi & his business-friendly Bharatiya Janata Party is trying to attract more foreign investment & boost business by lowering barriers & clarifying tax laws. But India is different from other emerging markets in terms of sector mix & pace of development; its structure & politics make it a most complex market. So what does it take to invest successfully in India or penetrate its $2 trillion domestic market? Metis runs 2 portfolios: India Undervalued & intriguingly India Underserved. Aggarwal & Sharma share their deep-dive forensic approach to finding small & mid-sized cap firms that helped them achieve an 84% return over the past 36 months. Their strategy can also help you ID the right sector & partner for your products.
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As principal of GlobalReach-SBI, a research and consulting firm with a network spanning over 60 countries, Té provides clients with strategic intelligence on market opportunities and threats. She covers such diverse areas as global branding, new product development, payment cards, clinical trials, and political risk. An expert in primary research, Té has interviewed business, government and labor leaders, doctors and technical experts—and managed focus groups—around the world. She was profiled in Super Searchers Go to the Source as one of the top US interviewers.
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An NYC native, Té is active with Citizen Action, the URJ’s Commission on Social Action, and NY Neighbors for American Values (defending religious freedom, diversity and equality). She holds a Masters from Columbia’s School of International & Public Affairs and a BA from Goucher College. She’s an avid bike rider, theater buff and farmers market supporter—and the bemused owner of 2 demanding felines.