Leifbridge Podcast

Unlocking India’s Growth Potential with Shikhara Investment Management

00:00
00:00
35:18
https://shardcapital.com/wp-content/uploads/2025/07/Expert-Networks-with-Rahul-Chadha.mp3
Truemuzic
New York Vibe

In our latest Expert Networks podcast, Neil Williams and Ernst Knacke, Head of Investment Research, are joined by Rahul Chadha, Founder & CIO of Shikhara Investment Management, for an in-depth conversation on one of the most compelling long-term growth stories: India.

From India’s structural transformation and digitalinfra structure to its unique edge in a deglobalising world, the discussion explores:

  • Why India is not just an alternative to China - but a core allocation opportunity
  • The investment case for active management in India’s evolving market
  • How consumer demand, governance reforms, and domestic innovation are driving structural alpha
  • Sector insights: consumption, healthcare, infrastructure, and more
  • Why Shikhara was founded to capitalise on this multi-decade opportunity

Listen in on the conversation below 👇🏼

https://shardcapital.com/wp-content/uploads/2025/07/Expert-Networks-with-Rahul-Chadha.mp3
Truemuzic
New York Vibe