Zerodha

Investing in India

Business EN ↓ 6 episodes

Investing in India will focus on understanding India to be able to make long-term investments. We will speak with economists and financial market practitioners . We will also speak with non-financial experts to understand what makes India tick.

Author

Zerodha

Episodes

How do Indian securities regulations and market infrastructure institutions compare to the US? 31.08.2025 45:15

India and the U.S. run two of the world’s biggest capital markets, but their regulatory DNA couldn’t be more different. To break it down, we speak with Sandeep Parekh—managing partner at Finsec Law Advisors, former SEBI Executive Director, and a lawyer trained in both India and the U.S. We discuss India’s rule-heavy regulations versus America’s principle-based approach, the shift from merit-based...

Analysing India from top-down to bottom-up 06.07.2025 1:55:49

In this episode of Investing in India, we explore India’s economic evolution through the lens of Akhilesh Tilotia , a former analyst at Kotak, government advisor, and now co-founder at Thurro. Initially approaching India’s transformation top-down, Tilotia highlighted broad structural shifts in The Making of India (2015), including issues like the “private cost of public failure,” where public infr...

Is India’s fragmented pension system getting better? 25.05.2025 1:47:15

The latest episode of Investing in India explores some aspects of the maze that is India’s pension system. We invited two guests to help us figure out where things are at. Sriram Iyer is the MD and CEO of HDFC Pension, while Amit Gopal was the business leader for Mercer’s investment business at the time of the recording. We discuss on, The Background - India’s pension system is a collection of dif...

How the Economics textbooks ignore Indian realities 10.05.2025 1:38:41

Ever wondered why economics feels different in India compared to what we study in books? In this episode, we chat with Alex Thomas, a renowned economics professor from Azim Premji University, about why Western economic theories don't always work in India. From inequality to real-world examples, we break down economics in a way that makes sense for Indians. Alex shares his journey from choosing e...

How Indian State Reforms are stuck in the 1950s 01.05.2025 1:18:18

Ever wondered why policies in India don't seem to have the effect that governments and citizens hope? In this episode of our "Investing in India" series, Hansi speaks with economist Prof. Kartik Muralidharan about his book "Accelerating India's Development" and his extensive research on India's public sector effectiveness. With over 20 years of research experience, Prof. Muralidharan offers his...

Are we drawing the Wrong Conclusions from India's Data? 18.04.2025 1:29:51

What if the Indian middle class is just the top 5%? Why is unemployment so low, but jobs so scarce? And are India’s glowing growth numbers really telling the whole truth? In this new episode in our Investing in India series, journalist and author Rukmini S (Whole Numbers and Half Truths) joins Hansi to unpack how Indian data is collected, where it misleads, and why context is everything — especial...