In this episode, we pull back the velvet curtain on LVMH – one of the world's leading luxury conglomerates. Join us as our CIO, Saurabh Mukherjea and our Global Analyst, Prashant Mittal explore how Bernard Arnault built an empire, from iconic fashion houses like Louis Vuitton and Dior to champagne, jewelry, and hotels. They uncover LVMH’s shrewd business strategies, acquisition secrets, and what truly makes an LVMH brand so desirable.

This podcast takes us beyond the price tag to what's behind one of luxury's biggest powerhouses!

Not only is entrepreneurship in India very different from what it is in the United States, but it is also a different ball game as compared to salaried employment in the world’s fifth largest economy. With stable, salaried employment in the public and in the private sector a thing of the past, the core of the Indian middle class needs attitudinal retuning if it is to capitalize on the economic opportunities posed by this vast, underdeveloped free market economy.

In this podcast, Saurabh and Nandita cover multiple aspects about Entrepreneurship in India. Saurabh also shares his journey as an entrepreneur. Listen to the podcast to learn more.

In this episode of Coffee and Investing, our CIO, Saurabh Mukherjea and our Head of Global Research, Jaibir Sethi explore the fascinating world of IDEXX, a company at the forefront of animal health diagnostics.

Tune in to discover the science and impact of IDEXX and gain a new appreciation for the technology behind your companion's well-being and beyond!

Join the conversation with Saurabh Mukherjea and Nandita Rajhansa about a profound change in India: the middle class' pivot from predictable employment to the dynamic world of entrepreneurship!

Traditional white-collar roles face challenges from automation and slower growth, but this is fueling an unprecedented rise in new ventures led by educated professionals. This isn't just about jobs; it's reshaping wealth and influence, demanding a new mindset focused on long-term vision, skill development, and a greater appetite for risk.

Learn about the "employee vs. owner" differences and how adapting can lead to success, not just in startups but also at the highest levels of corporate India.

Over the past few years, Indian consumer spending on foreign goods and education has risen drastically. With aspirations rising and our expenditure increasing in foreign currency, this creates the need for Indians to now start looking for investment opportunities abroad as well.

This raises a question of which other free markets to invest in other than India?

A US portfolio of such companies offers a free lunch that no other market offers to your Indian portfolio. Reason? They are the two least correlated equity markets globally.

Tune into this podcast where Saurabh Mukherjea and Arindam Mandal help us understand the importance of asset allocation, the benefits of diversification and why the US should be your best bet to complement your Indian investments.

Over the past decade, not only have Indians borrowed at an increasing rate whilst their incomes have stagnated, but now they are also one of the most indebted people across the world (excluding mortgages), surpassing the US and China. Most worryingly, most of these retail loans are NOT for creating assets but for satisfying daily consumption needs. To put this in historical context, India’s NET household financial savings (as a % of GDP) is at its lowest level in the last 50 years due to a steep rise in household financial liabilities.

In this episode Saurabh Mukherjea and Arindam Mandal delve into the strategies, leadership, and operational excellence that have propelled this company to the top of the less-than-truckload industry. Join us for insights into their success and lessons for the US transportation sector.

Disclaimer:

The stock ODFL (OLD DOMINION FREIGHT LINE) described in the podcast is part of our Marcellus Global Compounders Portfolio(GCP), the strategy Marcellus GCP, which invests in the US and developed European markets, is managed by the IFSC Branch of Marcellus Investment Managers Private Limited from GIFT City and regulated by IFSCA. So, we as Marcellus, our clients and our immediate relatives have interest and stakes in the described stock. The described stock is for illustration and educational purposes only and is not recommendatory.

The views and opinions expressed in this podcast are those of the speakers/authors and do not necessarily reflect the official policy. This podcast is for informational purposes only and should not be considered as financial, investment, or other professional advice. Copyrights for the discussed/presented books are exclusively reserved by the respective authors/publishers. The inclusion of any book does not imply endorsement or recommendation by the speaker or the producers of this video.

The discussion may include references to investments in global markets. These references are not endorsements or recommendations and should not be construed as such.

Join Saurab Mukherjea and Deven Kulkarni as they explore the remarkable journey of Dr. Lal PathLabs, one of India's leading diagnostic and healthcare testing service providers. Discover how a single-location laboratory established in 1949 by Dr Major S.K. Lal transformed into a nationwide network of collection centers, revolutionizing healthcare diagnostics in India. In this episode learn more about how Dr. Lal PathLabs pioneered standardized diagnostic testing across India.