Join us at the 14th Annual India Investment Conference as we explore the theme “Shifts in Economic Influence: A New World Order.” In a shifting landscape marked by ‘Never Before’ scenarios and decadal highs/lows, the last three years have defined an era of unprecedented uncertainty and volatility across asset classes. From this, a ‘New World Order’ is taking shape, characterized by persistent inflation, lower global growth, higher interest rates, and new geopolitical realities. The financial markets reflect these shifts. Against this backdrop, The India Story stands at a tipping point—both exhilarating and challenging. Understanding how these global trends interact and their consequences for India’s economy, growth, and capital flows is now more imperative than ever. In this edition, we bring together thought leaders, esteemed academicians, and asset managers to explore ways to produce investment alpha in the new world order. Join us for insightful discussions that will inform and guide investment decisions. Don’t miss the opportunity to reconnect and build connections with like-minded professionals and practitioners.
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Session 6 – OPTIMISM OR EXUBERANCE: INDIA MARKETS PANEL SANKARAN NAREN, Executive Director & CIO, ICICI Prudential Mutual Fund R SRINIVASAN, CIO-Equity, SBI Mutual Fund SAILESH RAJ BHAN, CIO- Equity Investments, Nippon India Mutual Fund
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Session 5 – BEYOND THE POLITICS OF IT: ASSESSING GEOPOLITICAL DYNAMICS AND ITS GEOECONOMIC IMPACT ON INDIA By AMBASSADOR NAVDEEP SURI, Distinguished Fellow, Observer Research Foundation Ex- Envoy - UAE, Egypt and Australia
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Session 4 – A BANKER’S VIEW ON OPPORTUNITIES IN EMERGING INDIA By SANJAY AGARWAL, Founder, MD & CEO, AU Small Finance Bank
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SPECIALIST SESSION 2: INVESTING IN FUTURE: EXPERT’S VIEW ON THE BUSINESS OF DECARBONIZATION By RAVI DHARAMSHI, Founder & CIO of ValueQuest Investment Advisors
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SPECIALIST SESSION 1: PERFORMANCE: BEYOND NUMBERS By I.V. SUBRAMANIAM, CFA “SUBBU”, Managing Director and Group Head – Equities, Quantum Advisors Private Limited
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Session 3 – PRIVATE CAPITAL : REDEFINING ECONOMIC OWNERSHIP By NITHYA EASWARAN, Managing Director of Multiples Alternate Asset Management
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Session 2 – INDIA IN THE CONTEXT OF EMERGING MARKETS – OPPORTUNITIES AND CHALLENGES AHEAD By HIREN DASANI, CFA, Co-Head of Global EM Equity and Lead PM India, Equity - Goldman Sachs Asset Management
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Session 1 – SHIFTS IN ECONOMIC INFLUENCE : A NEW WORLD ORDER By DR. SUBBA RAO DUVVURI, Ex-Governor, Reserve Bank of India
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Pre-Conference Discussion
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