About The Episode

I was invited to travel to Mumbai, India in January this year to speak at an investment conference. It was my first trip to India and, in fact, my first trip to Asia. It was a great experience and an opportunity to learn a lot about India’s history, economy and culture. But the India I visited four months ago is very different from today – at least from an economic and investment perspective. Here to talk with me about the investment opportunities in India are two fund managers from Wasatch Global Investors with deep experience in that part of the world.

About Our Guests

Ajay Krishnan has been with Wasatch for 25 years. He is the lead portfolio manager for its Emerging Markets Select, Emerging India, Global Small Cap and Emerging Markets Small Cap funds. He joined Wasatch in 1994 and serves on its Board of Directors. He is also the head of emerging markets investing and a member of the global research team.

Matt Dreith has been with Wasatch for eight years and is a portfolio manager for the Emerging India fund and an associate portfolio manager for the Emerging Markets Select fund. He joined Wasatch Global Investors as an analyst in 2011.

Show Notes

Here is a link to the Wasatch Emerging India Fund site, which is the fund that Ajay and Matt co-manage.