Fairfax India, The Programmatic Acquirer

This podcast continues our investigative journey on the theme of programmatic and serial acquirers. Links to the other episodes in this series are:

* The Secret of Investing in Programmatic Acquirers podcast - [unlocked]

* Relais Group investment analysis - [unlocked]

* Teqnion - [unlocked]

* Fairfax India (podcast/video presentation) - [unlocked]

* Topicus - [45 day partial paywall, after which it will be unlocked]

* Valuing Programmatic Acquirers

* » Watch this space, more to come «

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This Episode - Gateway to India

India is proving to be a highly compelling investment opportunity, and its story echoes the economic rise of China, with a massive, young workforce and a fast-growing middle class.

The country has also positioned itself as a resilient and rapidly expanding economy, especially during its G20 presidency where it moved from a global participant to a key architect of international cooperation. This strong foundation is supported by significant legal, tax and regulatory reforms, as well as tremendous progress in physical and digital infrastructure.