エピソード

  • 305: The rise of Private Capital AIFs in India | Navigate with HSBC

    305: The rise of Private Capital AIFs in India | Navigate with HSBC
    2025/09/22
    In this episode of Navigate with HSBC, Shekhar Daga, Head of Private Capital at ICICI Prudential AMC, offers strategic insights for investors in India's private capital markets. He focuses on long-term wealth creation, addressing myths, risks, and opportunities in this evolving asset class.

    Shekhar advises first-time investors to avoid over-allocation and suggests a diversified approach across asset classes like private equity, real estate yields, and credit. Key investment principles include understanding risk, protecting capital, and maintaining strategic discipline.

    He notes the maturity of India's private capital ecosystem, highlighting improvements in transparency, investor communication, and reporting standards, especially with professional fund managers.

    Drawing from global experiences, Shekhar underscores the importance of discipline in investing and life. This discussion is essential for those seeking to diversify portfolios and confidently navigate private market dynamics.

    Subscribe to HSBC India for more such engaging episodes featuring the sharpest minds in finance and investment.

    #NavigateWithHSBC #HSBCIndia #ShekharDaga #PrivateCapital #InvestmentStrategy #MarketEvolution #CapitalMarkets #InvestorInsights #AlternativeInvestments
    続きを読む 一部表示
    7 分
  • 304: Inside India’s private capital boom | Shekhar Daga on Navigate with HSBC

    304: Inside India’s private capital boom | Shekhar Daga on Navigate with HSBC
    2025/09/22
    In this insightful episode of Navigate with HSBC, Shekhar Daga, Head of Private Capital at ICICI Prudential AMC, provides an expert perspective on the evolution of India's private capital ecosystem and the renewed confidence global investors have in India's long-term growth prospects.

    Shekhar highlights a significant $3.2 billion private credit deal in India, which attracted substantial interest from global investors. This demonstrates strong confidence in the resilience of Indian businesses and the enhanced credibility of its borrowing landscape, particularly following IBC reforms.

    He discusses essential long-term macro trends for investors, stressing the importance of thorough due diligence in private credit, where there are no stop-losses. Key considerations include understanding sponsor behaviour across cycles, assessing the sustainability and maturity of the business, ensuring regular interest servicing, and evaluating the quality of collateral.

    Additionally, Shekhar explains the advantages of Alternative Investment Funds (AIFs) for private credit, noting their flexibility, alignment with investor timelines, and freedom in deal structuring, which traditional vehicles often lack. This makes AIFs particularly suitable for India's evolving credit market.

    Subscribe to HSBC India’s channel for more expert conversations that help you navigate complex financial markets and make smarter investment decisions.

    #NavigateWithHSBC #HSBCIndia #ShekharDaga #PrivateCapital #InvestmentStrategy #MarketEvolution #CapitalMarkets #InvestorInsights #AlternativeInvestments
    続きを読む 一部表示
    6 分
  • 303: Private credit funds - Balancing inflation and growth risks

    303: Private credit funds - Balancing inflation and growth risks
    2025/09/22
    In this insightful episode of Navigate with HSBC, Shekhar Daga, Head of Private Capital at ICICI Prudential AMC, provides a timely analysis of the evolution of private capital in India. As global capital dynamics shift and domestic investors become more proactive, Shekhar elucidates the implications for businesses, investors, and capital markets.

    He discusses how India's evolving investment landscape is fostering long-term opportunities, emphasising the growing importance of patience and conviction, and the increasing sophistication of private capital. Shekhar also highlights the rising influence of family offices, the significance of private credit, and the need to align investment strategies with India's structural growth themes.
    続きを読む 一部表示
    6 分
  • 302: Where financial fitness meets Alternative Investments | Anshu Kapoor on Navigate with HSBC

    302: Where financial fitness meets Alternative Investments | Anshu Kapoor on Navigate with HSBC
    2025/08/05
    To explore the surprising parallels between fitness, discipline and alternative investing. Whether it is pushing limits or with your portfolio, breakdown strategies and shift in mindset for creating consistent long-term wealth.

    Hear from an industry veteran, the importance of having a prudent approach when investing, the risks of overly aggressive strategies and the benefits of seeking investments with a strong margin of safety. In this engaging conversation featuring Anshu Kapoor, President and Head of Nuvama Asset Management, on Navigate with HSBC he shares valuable insights into constructing balanced portfolios, managing risk effectively, and aligning your investments with clear, strategic goals.

    Subscribe to HSBC India for more valuable episodes, market insights, and financial strategies to empower your investment journey.
    続きを読む 一部表示
    5 分
  • 301: Investing in India's growth narrative | Anshu Kapoor on Navigate with HSBC

    301: Investing in India's growth narrative | Anshu Kapoor on Navigate with HSBC
    2025/08/05
    Join Anshu Kapoor, President and Head of Nuvama Asset Management, on this insightful episode of Navigate with HSBC. In a thought-provoking conversation, Anshu explores India's promising alternative investment landscape, emphasizing macroeconomic strengths, emerging market opportunities in unlisted and listed AIF structures.

    He delves into why India's economic fundamentals position it uniquely among global markets. He discusses the investment opportunities presented by large-cap domestic companies, highlighting how investors can capitalize on India's robust growth trajectory and favourable global standing.

    Don’t miss this opportunity to gain valuable perspectives on India's dynamic economy, practical investment insights, and strategic guidance on investing in AIFs from a leading voice in asset management.
    続きを読む 一部表示
    7 分
  • 300: Building resilient portfolios for uncertain times | Anshu Kapoor on Navigate with HSBC

    300: Building resilient portfolios for uncertain times | Anshu Kapoor on Navigate with HSBC
    2025/08/05
    Gain expert insights into effective wealth creation strategies in this engaging episode featuring Anshu Kapoor, President and Head of Nuvama Asset Management, on Navigate with HSBC. Anshu offers an in-depth perspective on building resilient portfolios, navigating market volatility, and harnessing the power of smart asset allocation.

    From his perspective, India's macroeconomic fundamentals could not be stronger, and its position within the global order has never been better. He believes this advantageous starting point creates a significant amount of opportunity, particularly within large-cap, domestically oriented companies.

    Subscribe to HSBC India for more valuable episodes on navigating your financial future.
    続きを読む 一部表示
    7 分
  • 299: Eldercare insights for NRIs with Samarth Elder Care

    299: Eldercare insights for NRIs with Samarth Elder Care
    2025/07/22
    India's eldercare needs are growing faster than ever. It's no more just medical care and attention that they seek. All the more reasons why it's important for us to understand - what is it that elders truly want?

    By 2031, over 193 million Indians will be senior citizens-a massive jump from 103 million in 2011 (PIB, Government of India). But this isn't just about numbers-it's about real people, real families, and real challenges.

    In our latest podcast with Asheesh Gupta, founder of Samarth Elder Care, we explore the emotional and practical sides of eldercare - what's missing, what matters and how Samarth is helping families support their loved ones from afar!

    The podcast speaks about the urgent physical, emotional, and logistical needs families must understand about eldercare. Mr. Asheesh shares some key precautions families should take when caring from afar. He covers how Samarth's wide range of services is helping elders feel safe, healthier and more supported every day. Tune in to know what seniors truly want, the practical gap families face and how Samarth is working to fill these needs.

    A must listen for every generation with ageing parents or loved ones back home to understand what our elders truly seek from us! Whether you live in India or abroad, If you're building a care plan for your elders or loves ones or will soon plan one, then this insightful conversation is for you!
    続きを読む 一部表示
    25 分
  • 298: Investing in India as an NRI - Navigate with HSBC podcast

    298: Investing in India as an NRI - Navigate with HSBC podcast
    2025/07/02
    What’s driving NRIs back to India for wealth building? In this episode on "Investing in India as an NRI", we invite Abhilash Narayan Investment Strategist, HSBC Private Bank and Premier Wealth to share his perspectives on why India stands out as a global investment destination. Hear the full conversation on our podcast Navigate with HSBC – NRI Banking, in association with CNBC-TV18.
    続きを読む 一部表示
    16 分