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July 31st 2014: The Modi Effect: Metis Capital Management Co-founders on Optimism and Opportunities in India

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

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Featured Guests

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Piyush Sharma

Piyush is the co-founder and portfolio manager of Metis Opportunity Fund. Having spent time with Citigroup and Bombay Stock Exchange in India, he moved to United States in 2002, where he covered stocks within Business Services
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Gaurav Aggarwal, CFA, CPA, CIPM

Gaurav, a US citizen, is the co-founder and portfolio manager of Metis Opportunity Fund. Prior to Metis, he was a senior analyst with portfolio management duties over $50 million in fund of fund assets at a leading regional investment bank
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