The Unsual Rise of Modern India - Part 1

Modern India's rise is both unusual and unexpected. It is unusual because some of the sharpest economic improvements are being observed in sections of Indian society which were thought to be the most disadvantaged: women, oppressed castes and rural India. It is unexpected because of the widespread view. Until a couple of years ago, India's democratic construct was inferior to China's single-party state.

To dive deeper and learn about India's growth, we invite T.V. Mohandas Pai, Padma Shri Awardee and Ex-CFO of Infosys for a fireside chat with Saurabh Mukherjea and Nandita Rajhansa. Watch the video to learn more.

Stay tuned for Part 2

In Behold the Leviathan: The Unusual Rise of Modern India - a national bestelling book authored by our CIO, Saurabh Mukherjea and our economist, Nandita Rajhansa, provides a gripping picture of how 1.5 billion Indians are combining to spectacular effect to create a range of social and economic outcomes which have no precedent in any emerging economy.

Buy the book on Amazon using the link below:
https://shorturl.at/eqjK1

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Note: The authors Saurabh Mukherjea and Nandita Rajhansa are part of Marcellus Investment Managers Private Limited. All depicted logos/images are intellectual properties of our those respective company/companies and we do not intend to claim ownership or right over the logos/images.

Marcellus Investment Managers Private Limited (“Marcellus”) is regulated by SEBI as a provider of Portfolio Management Services and acts as an Investment Manager to an Alternative Investment Fund. Marcellus is also regulated by IFSCA as a Fund Management Entity – Non-Retail and by the US SEC as an Investment Advisor in the United States. No content of this publication is verified by SEBI, IFSCA, or the US SEC. The information/material presented is for educational purposes only and should not be considered as investment research, financial advice or recommendations.

Chapters:
00:00 – Disclaimer
00:11 – Intro and teaser
00:54 – India vs other emerging markets
02:44 – Bangalore’s rise as a case study
05:28 – Winners and losers in Modern India
07:32 – India’s master narrative
11:27 – India’s corporate tax data
12:57 – Challengers vs Rulers & Plebians
15:54 – The India story through the lens of MDP

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