Investing in India: A Value Investor’s Guide to the Biggest Untapped Opportunity in the World by Rahul Saraogi

Investing in India, + Website: A Value Investor’s Guide to the Biggest Untapped Opportunity in the World (Wiley Finance)[Hardcover]

Rahul Saraogi (Author)

Book Description

Publication Date: April 28, 2014 | ISBN-10: 1118756096 | ISBN-13: 978-1118756096 | Edition: 1

A practical, real-world guide to investing in India

India’s rapid economic growth offers obvious opportunities for foreign investors, but making wise investing decisions can be difficult for any investor without a deep knowledge of the country and its culture. With a vibrant democracy and an active press, India can be a complex and chaotic place in which investors can find it difficult to make investing decisions with confidence. This book offers an on-the-ground perspective on India from one of India’s most successful value investors. Looking deeply into the internal realities that impact India’s investment climate, Investing in India helps investors both inside and outside the country cut through the noise and find the facts that truly matter for anyone who wants to invest there.

Features charts of stocks, markets, and other helpful Indian economic indicators

Offers a real-world look at India’s politics and governance; its financial system and capital markets; its asset classes and equity markets; the private equity scene; and the real estate market

Written by Indian value investing guru Rahul Saraogi

Editorial Reviews

From the Inside Flap

India’s vibrant democracy, active media, and unique landscape cause many investors to have a love/hate relationship with the country. But India is actually a goldmine of solid investment opportunity, and author Rahul Saraogi is here to explain why. As part of the Wiley Finance Series, Investing in India: A Value Investor’s Guide to the Biggest Untapped Opportunity in the World helps investors understand the markets and economy of India so they can make better investing decisions in this unique part of the world.

Rahul Saraogi is a managing director at Atyant Capital Advisors, and has spent the last 14 years of his career focused exclusively on researching, investigating, and understanding Indian markets. This book is a compilation of his efforts to identify the underlying reality of investment practices in India, offering a unique look at Indian investments from a practitioner’s point of view. His goal is to bridge the gap between the external perception of India and its internal workings, helping investors better engage in the multitude of opportunities that exist in the country.

The book fully explains the Indian economy by providing an overview of the country’s history, government, politics, and media practices. It also includes a discussion of India’s economic models, its different sectors, and its overall infrastructure, including some of the problems plaguing the country. To help investors better navigate the field, a large portion of the book is dedicated to banking systems, financial infrastructure, value investments, and real estate. Also included is information on capital markets and private equity, as well as a look back at the investments that have helped grow the country to its current levels of development. With numerous charts to detail stocks, markets, and other Indian economic indicators that can be utilized for real world application, this book is an exceptional resource for investors looking to tap into this often overlooked market. The book’s companion website provides additional resources for those looking to broaden their understanding of Indian investments, and additional tools that enable sound decision-making as investors expand their portfolios to include Indian holdings.

From the Back Cover

Praise for Investing in India

“Saraogi has attempted the impossible. To capture the soul of the most ancient country on earth and its complex cultural heritage and yet make it contextual for the modern reader with recent incidents requires both scholarship and shrewd insights. Even those who think they know India well will find the book surprising.”

—Vallabh Bhanshali, Co-founder and Chairman, Enam Securities

“Highly recommended. Eerily close to my views and understanding of India. Covers a lot of ground in a short space.”

—Prashant Jain, Chief Investment Officer, HDFC Asset Management

“Rahul did a masterful job decoding the complex DNA of investing in India in this terrific book.”

—Vitaliy N. Katsenelson, CFA, Chief Investment Officer, Investment Management Associates, Inc.

“Investigate before you invest! It is a maxim all value investors abide by. Finally, a book that helps you to do both. A must read for all India hands.”

—Ramesh S. Damani, Member BSE, Mumbai, India

“Rahul Saraogi, one of the bright shining stars of Indian value investing, has written a must-read compendium to investing in India. Leaving behind the hype of many books on emerging markets, Saraogi provides an insider’s view into the opportunities and challenges facing investors in one of the world’s largest economies. Highly recommended!”

—John Mihaljevic, CFA, Managing Editor, The Manual of Ideas

About the Author

RAHUL SARAOGI leads Atyant Capital Advisors, advisor to the Atyant Capital family of funds. In the last 14 years he has focused on the Indian markets. His mission is to consistently identify the best 10-15 investment ideas from among the thousands of publicly-traded Indian corporations. Rahul’s value-based investment philosophy stands apart due to his belief in the paramount importance of corporate governance, specifically how management operates with its minority shareholders in mind. While getting his undergraduate education at the University of Pennsylvania’s Wharton School, he discovered Warren Buffett, Charlie Munger, Benjamin Graham, Phil Fisher, and Robert Cialdini.