Unlocking India’s Growth Potential with Shikhara Investment Management
In our latest Expert Networks podcast, Neil Williams and Ernst Knacke, Head of Investment Research at Shard Capital, 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 digital infrastructure 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 👇🏼
Read Shikhara IM’s White paper: India at the Crossroads of Global Growth: A Multi-Year Investment Opportunity
Recorded on the 16th of July 2025
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