Investing in South Asia's emerging markets: India's embrace of free enterprise

Capital Ideas podcast · Jul 3, 2025 · 29m

Samir Parekh has seen a lot in his 24 years of investing, most prominently India's shift towards wealth creation and zeal for entrepreneurship. Samir sits down with Mike Gitlin to talk about what that shift looks like on the ground, and how political changes and demographics are serving as tailwinds. Samir discusses his comfort with volatility, his interest in family-owned companies and how he factors currency into global investing. He also shares his optimism about European banks and Japan's laser focus on creating shareholder value. If you're interested in taking a deeper dive into the…