Want to create an interactive transcript for this episode?
Podcast: The Desi VC with Akash Bhat
Episode: E83: Arun Chulani (Emerging Markets Analyst, First Water)
Description: Arun Chulani is an Emerging Markets Analyst at First Water Capital, a fund focused on Indian Equities. First Water’s investment philosophy centers primarily on a long-only strategy, with a value driven and concentrated portfolio approach. Arun is a value investor focusing on hard assets (sectors such as steel, cement, rubber, oil etc.) and cyclicals, taking concentrated bets on preferred plays. Prior to First Water he was with NIG, handling an industrials fund with $400M AUM. Arun is also a Chartered Accountant and a graduate of the LSE.In this episode, we will cover: