LGT's Singh On India Growth Strategy

The video discusses the impact of the Adani saga on market sentiment in India, highlighting that while it has caused volatility, it hasn't derailed the market. The speaker outlines their India strategy, focusing on providing high-quality financial advice and leveraging global practices. They discuss growth assumptions, noting the fast pace of wealth creation in India and the challenges of building a profitable business. The video also explores new product offerings, emphasizing global investments and private markets. Finally, it assesses India's startup scene, noting the shift towards profitable companies and the potential for value creation.

What is the primary role of regulators in the context of the Adani saga?

• To increase market volatility

• To maintain market confidence and normalcy

• To promote Adani stocks

• To discourage private investments

What is the core strategy of the business in India?

• To focus solely on global practices

• To avoid private client services

• To build an India-first business with global practices

• To invest only in Indian equities

What is a significant opportunity for Indian families according to the business strategy?

• Investing in local markets only

• Focusing on traditional banking

• Globalizing their investments and perspectives

• Avoiding global banks

What are the two under-serviced areas for Indian families in terms of new product offerings?

• Local equities and bonds

• Global investments and private markets

• Real estate and commodities

• Cryptocurrencies and NFTs

Why is there a focus on unlisted opportunities in India?

• They are easy to access

• They are already expensive

• They offer substantial value creation before IPO

• They are less risky

What is the current focus of investors in India's startup scene?

• Companies with high debt

• Only VC-funded growth companies

• Profitable companies delivering real shareholder value

• Sales growth without profitability

What is expected to be a major value creator for Indian investors in the next decade?

• Government bonds

• Real estate

• Traditional industries

• Profitable startups with innovative models