Скачать или смотреть $1B Investor's Guide to India’s Next Boom: Defence, EVs & Solar | Yash Kela with Sonia Shenoy

On this weeks episode of The Money Mindset , we spoke to Yash Kela , founder and CIO of Singularity AMC , a $1 billion AUM growth equity platform that us deploying capital across three strategies - private growth equity , strategic autonomy and private investments in public equities. Yash comes across as someone with deep domain knowledge and research capabilities and it was a fun chat with him.

We did a deep dive into 4 sectors in which India has a right to win and is building strategic autonomy
strategic autonomy in these sectors helps India reduce risk, expand profit pools and create export competitiveness

Defence
Electric buses
Solar battery
Electronics

I tried to understand the investment opportunity for retail investors in these 4 areas.

0:00 Intro
4:10 Your Journey
6:54 Strategic Autonomy premise
14:25 Opportunities in Defence sector
23:07 Where to invest?
26:22 Allocating Money
31:49 Opportunities in EV Buses
36:22 Last Mile connectivity issues
38:20 Big names?
43:41 Opportunities in energy transition
48:05 Next Waaree Energies?
52:43 Struggling companies
54:44 Exit point for a company
56:22 Too late to enter into Waaree?
57:01 Electronic opportunities
1:01:49 Challenges while building these sectors
1:05:30 Learnings from mentor Madhu Kela?

#finance #wealth #investment

About the Money Mindset Podcast
Hosted by Sonia Shenoy, Money Mindset is a podcast that brings together top investors, business leaders, and financial experts to decode wealth-building strategies, investment philosophies, and money management tips. Whether you're an aspiring investor, a finance professional, or someone looking to gain insights from market veterans, Money Mindset offers engaging, insightful, and practical conversations to help you make informed financial decisions.

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