22 min
INFRA Saga w/ Charanjit Singh Redux
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- Inversión
In today’s episode, Harshil Nichani sits down with the fund manager of DSP T.I.G.E.R Fund, Charanjit Singh. We take this opportunity to dig into his framework and view on the Infrastructure sector.
In this episode you’ll learn:
How the cycle played out from 2000-2021.
Mistakes made in the previous cycle.
What drives capacity creation.
How does passive investing work in themes like Infrastructure.
How Charanjit Singh manages the fund.
In today’s episode, Harshil Nichani sits down with the fund manager of DSP T.I.G.E.R Fund, Charanjit Singh. We take this opportunity to dig into his framework and view on the Infrastructure sector.
In this episode you’ll learn:
How the cycle played out from 2000-2021.
Mistakes made in the previous cycle.
What drives capacity creation.
How does passive investing work in themes like Infrastructure.
How Charanjit Singh manages the fund.
22 min