Introduction

The global economic outlook is bleak, but India has been beating market expectations with a 7%  growth rate, having emerged from the covid era on a stronger footing. 

Indian infrastructure is seeing an upgrade because of massive government investment. Manufacturing and services sectors have shown robust growth, and there is hope that consumption demand will pick up pace. GST and Income Tax earnings have been soaring.    The bank credit cycle is on an upcycle and corporate earnings have been stellar.  This is expected to lead to a resurgence in private sector capex. 

Despite tumult, crude prices have remained steady, and inflation has been moderate. All of this has resulted in buoyant capital markets. The Nifty has been on a swansong, hitting record milestones on the promise of future growth. As investors have noted before, the Indian spring is here, and this is India’s decade to shine. 

But are there key risks that India needs to watch out for in 2024?  With multiple ongoing conflicts, the world is unlikely to be less volatile in 2024.  The Fed has signalled that 2024 is likely to see interest rate cuts. Could this exacerbate inflation?

Weakness in rural consumption and growing income inequality could widen chinks in the Indian growth story. There are structural bottlenecks within India that need to be resolved. Will the Indian march continue, if the rest of the world slips into recession?   We are also no longer immune to geopolitical tensions -- could it impede growth?  With elections on the anvil, policy makers may have limited options in 2024.  In such a scenario, what can India Inc, investors, economists, policy makers  and society to shepherd the Indian growth story?

The Mint India Investment Summit 2024 will delve into some of these issues such as the road blocks to 10% GDP growth, the rise of private capital, areas that India Inc is thinking of investing in to stay competitive, the rise of manufacturing, regulatory and policy makers insights into 2024 trends and much more.  


Agenda

2:00 PM onwards
  • 2:00 PM – 3:00 PM

    Delegate registration and lunch

  • 3:00 PM – 3:15 PM

    Ravi Krishnan, Mint editor in chief

  • 3:15 PM – 3:45 PM

    Opening keynote: Is the India growth story inevitable?

    What should India do for a robust growth story?

  • 3:45 PM – 4:30 PM

    Fireside with the FM

  • 4:30 PM – 5:15 PM

    Rise of the Indian Spring

    The Indian growth story has so far resisted all sorts of challenges.  The year 2024, however, is a new beast. What does India need to do to deepen its growth  and tap into a wider pool of capital?  Are we aiming too low? What are the road blocks to a 10% GDP growth rate?

  • 5:15 PM – 5:45 PM

    Tea break

  • 5:45 PM – 6:30 PM

    Focus on Middle India

    With rising income spends, investors are scouting for opportunities across tier 2 and tier 3 cities. How are  consumption patterns changing in this segment? What kind of products work best for a Middle India?  What are the key segments which is interesting for investors and what is the investment potential.

  • 6:30 PM – 7:15 PM

    Changing narratives: Can AI boost growth?

    Over the past year, artificial intelligence (AI) has become inevitable. In the Indian context, it has come up in the context of job losses. Can AI help India Inc unlock growth opportunities? How are VC firms looking at this space?

  • 7:15 PM – 8:00 PM

    Scaling startups through brand ambassadors

    Several Indian actors and cricketers have set up their own family offices and invested in scores of startups. How do bollywood actors and cricketers think about investments? How do they help with the scaling up of these investments?

  • 8:15 PM – onwards

    Dinner and cocktails

DAY 2
9:00 AM onwards
  • 9:00 AM – 10:00 AM

    Registration, Breakfast Networking

  • 10:00 AM – 10:40 AM

    Primary markets on a roll

    Indian markets are at an all time on the back of rising domestic inflows.  This has provided a depth to the Indian capital markets never seen before. Is India Inc. fundraising plans for capex secure?

  • 10:40 AM – 11:30 AM

    Making an elephant dance

    Large conglomerates such as the Tatas and Reliance Group are looking at newer pockets of opportunities to unlock future growth. How are they thinking about new technologies, competition and a new generation of upstarts within the Indian startup ecosystem. How can private capex cycle revive?

  • 11:30 AM – 12:15 PM

    India Inc.'s next generation leadership

    What are the goals of the next generation of India Inc leaders? How are they shaping ideas, and taking their legacy forward?

  • 12:15 PM – 1:00 PM

    Rise of Private Capital in India

    Companies have scaled to an extent where large funds are pumping in $1 billion and above into India. On the other end, PEs are also seeing large exits with the public markets absorbing large block deals easily.  What are the ways in which investors can add value and scale further? What are the checks and balances? Are there white spaces left?

  • 1:00 PM – 2:00 PM

    Lunch and Networking

  • 2:00 PM – 2:45 PM

    Second time founders

    Over the past decade, several founders who built successful companies have exited to PE firms. How are they thinking about their next stints?

  • 2:45 PM – 3:20 PM

    Rise of domestic MNC brands

    IT  companies successfully built a service industry catering to a global audience. Now it is the turn of manufacturing and consumer companies. This is especially true for the automotive industry with the rise of EV brands. Indian healthcare brand has enough pull to attract medical tourism, but can the healthcare services industry lead in building a respected Indian brand globally?  How are Indian conglomerates building global brands?

  • 3:15 PM – 3:45 PM

    An eye to the world and beyond

    India’s space program has launched ambitious programs to the Mars and the Sun. This is also seeing a spurt in ancillary space startups and giving rise to a growing engineering talent within the country. How can India Inc participate in the Indian space story?

  • 3:45 PM – 4:30 PM

    Rise of Indian defense manufacturing

    Last year saw a sudden spurt in Indian defence manufacturing companies on the back of the government’s indigenization program of Indian weapons systems. Is this trend sustainable? What are the gaps that need to be looked at?

  • 4:30 PM – 4:45 PM

    Tea break and Networking

  • 4:45 PM – 5:30 PM

    Regulatory Insights into 2024

  • 5:30 PM – 6:15 PM

    Can Indian foreign policy boost Indian growth?

    Can rising geopolitical tensions  jeopardise Indian ambitions globally?  In the previous decade, this was limited to investments along the Indo-China border.  How should India Inc think about the threat of a new cold war, the decline of Europe, the rise of China and a weakening US? What are the challenges and opportunities?

  • 6:15 PM – 7:00 PM

    Special address and fireside

    Looking into 2024 : BVR Subrahmanyam, Niti Aayog CEO  or Fin Minister   

    How does the Indian government plan to shock proof the Indian economy? 

  • 7:00 PM – onwards

    MIIS Awards

DAY 1

Past Speakers

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Janmejaya Sinha

Chairman India, Boston Consulting Group
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Utsav Baijal

Head India Private Equity, Apollo Global Management
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Sandeep Patil

Partner and Head of Asia, QED Investors
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Andrew Holland

CEO, Avendus Capital Public Markets Alternate Strategies
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Hetal Dalal

President and Chief Operating Officer, Institutional Investor Advisory Services (IiAS)
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Nikhil Srivastava

Partner and Managing Director, Head of India Private Equity, PAG
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Amit Soni

Partner, CVC Capital Partners
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Radhika Gupta

MD & CEO, Edelweiss Mutual Fund
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Deep Gupta

MD & Co-Head South East Asia & India, Macquarie Asset Management
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Sumit Sen

Partner, Actis
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Vinod Giri

Managing Partner, National Investment and Infrastructure Fund (NIIF)
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Nakul Zaveri

Partner, Leapfrog Investments
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Anjana Sasidharan

Partner and Head of India and SEA Growth Investments, L Catterton
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Amey Mashelkar

Head, JioGenNext
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Mukesh Mehta

Senior Managing Director, Blackstone
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Nithya Easwaran

Managing Director, Multiples Alternate Asset Management Pvt Ltd
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Raj Pai

Managing Partner, GEF Capital Partners
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Bhushan Bopardikar

Director, TPG Growth and RISE
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Ranganath MD

Chairman, Catamaran
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Madhu Iyer

Partner, Rocketship.vc
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Srini Nagarajan

MD & Head Asia, BII
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Vivek Vikram Singh

MD & Group CEO, Sona Comstar
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Sanjiv Chadha

Managing Director and Chief Executive Officer, Bank of Baroda
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Yogesh Singh

Partner, Trilegal
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Ahana Gautam

CEO & Co-Founder, Open Secret
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Amit Jain

MD & Head, Carlyle India Advisors Pvt Ltd
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Ami Momaya

Director, KKR & Co
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Neeraj Menon

Partner, Trilegal
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Anjali Bansal

Founding Partner, Avaana Capital
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Rajat Jariwal

Partner, Trilegal
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Neha Grover

South Asia Regional Lead, Private Equity Funds, IFC
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Neelesh Surana

CIO, Mirae Asset Mutual Fund
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Jiten Doshi

Co founder and CIO, ENAM Asset Management
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Bharat Shah

Executive Director, ASK Group

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Venue :

Mumbai