Combative Rakesh Jhunjhunwala interview on economy, markets & the India story I Shoma Chaudhury

“I see things others don’t,” he says. He could be right. He started out with Rs 5,000. Is now worth Rs 19,000 crore. He’s called the “Warren Buffet of India”.

The math on him is well known. But what’s his mind map? And, when many indicators look worrying, what makes him consistently gung-ho about the India story?

Assertive. Optimistic. Combative. RAKESH JHUNJHUNWALA — ace investor and big bull — takes on questions about India’s economy, #markets, #cronycapitalism, media, #leadership & socio-political landscape. He also decodes the psyche that has underpinned his own personal journey.

#ENQUIRY. With Shoma Chaudhury
#IntelligentContact
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Chapters:
0:00 Introduction
1:40 What drew Rakesh to the market?
5:13 Rakesh’s reading of Dandavate’s budget
7:24 On Mr. Chandrasekaran’s leadership in Tata
10:02 Mr. Modi as a distilled socialist
17:09 On Opposition faced by the Government
23:00 Liberalisation and the Market Economy
24:34 Approach to Life and Wealth
31:43 Startups and Investments
33:08 India’s growth story
38:55 Trajectory of a Commonwealth Economy
41:47 The government-entrepreneurs nexus
43:51 On crony capitalism
48:13 On Public Sector Banks
56:00 Views on the government's social agenda
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