Ganesh S. Nagarsekar
Betting on Bharat 🐅
India, that is Bharat
Bharat today stands at a very pivotal point in its history. Our economy is the fastest-growing large economy in the world. Over the last few years, we have built both physical and digital infrastructure at a breakneck pace that has connected the country, streamlined our tax systems, strengthened our banking system and reserve position, improved geopolitical relationships globally, and emerged as the pre-eminent emerging power in the world.
Emerging Themes in a Soaring Nation
The following themes will play out as we march forward on our growth journey
1. Byaaj - Disciplined, granular, and low-cost access to credit fuelling aspiration and growth
2. Nivesh - Financialization of Indian Wealth away from traditional assets to financial assets
3. Niryaat - The emergence of specialized exports across chemicals, agri products, textiles, electronics, and more
4. Aakansha - India's emerging rich will ramp up their aspirational and luxury purchases
5. Aarogya - Consolidation within diagnostics, new areas of senior care, and specialized hospitals emerge
6. Ekaadhikaran - Monopolization of profit pools across industries will allow for strong wealth creation
7. Taqniki - Indigenously built low fixed-cost platforms allow for profitable scale in smaller verticals
8. Raste - A strong focus on road, rail, port, and even digital infra drive a more connected and efficient nation
9. Naari - More women in the workplace drive up family income and drive key discretionary consumption categories
About the Research Analyst
Ganesh S. Nagarsekar
I'm a SEBI Registered Research Analyst (INH000008835) focussed on providing high-quality Equity Research to my clients and being a long-term partner in their wealth creation journey. I've completed my engineering from BITS Pilani Goa, my MBA from the Indian Institute of Management, Calcutta, and also completed all three levels of the CFA Examination. At IIM Calcutta - I was a part of the National Champion team at the CFA Research Challenge in addition to leading Finance Placement Preparations for the campus. I've also worked with leading global financial institutions like J.P. Morgan Investment Banking and Goldman Sachs Asset Management, and have been a top-rated employee in both organizations throughout my career, before starting my own venture.
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