This podcast episode explores the experiences and challenges of investing in India, specifically in venture capital and public equities. The speakers discuss their transitions to India, the obstacles they faced, and the potential for growth and disruption in the Indian market. They emphasize the importance of research, analytical skills, and understanding the business environment when making investment decisions. The episode also delves into risk management strategies, the dynamics of the Indian market, and the opportunities for long-term investors. Despite the challenges, the speakers highlight the vibrant and frenetic environment of India, as well as the strong culture of perseverance among Indian entrepreneurs.
