On today’s show we’re going to speak about a question that I
received during a live zoom meeting. The question was about whether I thought
it was a good idea to raise capital in the US for large scale industrial
projects in India. The thesis was that there is a large and growing logistics
opportunity in India and that it could be a great opportunity for US investors.
While the specifics of the question relate to industrial projects
in India, you can substitute your favorite project. It would be beach front
homes in Costa Rica, or hotels in Rio de Janeiro. My answer would be largely
The Industrial land in India thesis makes sense. But that
doesn’t mean that raising money in the US will be easy. In fact, I would contend
that it will be quite the opposite.
Host: Victor Menasce