“Vindia” Equities | New Asia Podcast Ep. 3

In the latest episode of The New Asia Podcast, Carson Block catches up with Muddy Waters Head of Asia Rob Medd for a comparison of Vietnam and India, especially in how to approach public equity investing. What sets these markets apart... and where do the real opportunities lie?

Since 2003, Rob’s been on the ground and watching investments in India. He’s seen firsthand how India’s growth story has evolved. Together, he and Carson unpack the paradoxes of India and Vietnam, from infrastructure and entrepreneurship to corruption and capital markets.

We dig into:
- The (ironic) political and economic contrasts of Vietnam and India
- How India’s market opportunities, sectors, business growth rates, and fund management landscape compare to Vietnam
- Will India follow Vietnam’s industrial-heavy playbook with founder-led bets?
- What India’s next economic chapter could mean for civil service workers and the "Indian Dream"
- And the truth about FDI, GDP, valuations, corruption, and infrastructure

To learn more about Muddy Waters Asia, please visit ⁠MuddyWatersAsia.com and follow us on ⁠X at @MuddyWatersAsia⁠.