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Ravi Venkatesan: “India will teach you to be successful in emerging markets”

Check out this insightful Q&A with Ravi Venkatsean, a widely-respected business leader and former Chairman of Microsoft India, who spoke to India Ink about why multinational companies have no choice but to come to India, and what some are getting wrong when investing in this emerging market. Such thinking is in tune with Mr Modi’s, a popular prime minister candidate for India, whose economic policies focus on encouraging growth, helping business and reducing the size of government.

A passionate advocate for doing business in India, Ravi is currently a Venture Partner at Unitus Seed Fund, which invests in early stage social enterprises.

Click here for the full article.

John Hulsman forecasts 2014’s global politics

John HulsmanIn his latest article for City A.M., John Hulsman gives his counter-intuitive global predictions for macro investing in 2014.

Fundamentally, John states that 2014 “is the year the immense economic power of fracking will become apparent to all, as well as the year emerging markets are finally seen as an enduring and irreplaceable source of global growth in the new era of many powers.”

To put this in context, he believes that fracking is one of the many avenues that will allow for America to remake itself, whilst countries such as India and Mexico seem to be set for a definitive economic leap forward, despite the media’s portrayal of these economies (or lack thereof). John postulates that as such, emerging markets must be separated individually from here on out.

Click here for the full outlook.


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