View from the Top — by Avataar Venture Partners

EP1: Emerging Markets & India’s IPO Decade with Amit Chandra of 57 Stars

Avataar Ventures Season 1 Episode 1

In this episode of View From The Top, Ganesh Nayak sits down with Amit Chandra, managing director of 57 Stars — an independent global asset manager.

With deep experience across emerging markets, they unpack the forces shaping India’s rise as one of the world’s most efficient capital markets.

This wide-ranging conversation explores why India is increasingly viewed as a preferred destination for global investors, how regulatory discipline and governance have evolved over the last decade, and what separates India’s growth trajectory from other emerging economies. 

Amit also challenges some long-held assumptions about emerging markets. He offers a balanced and evidence-based perspective on what has changed, what remains misunderstood, and where global investors need to update their mental models.

Together, Ganesh and Amit dive into:

  • Why India is becoming one of the most attractive IPO hotspots globally
  • The evolution of India’s regulatory and tax environment — and how it directly impacts investment outcomes
  • How ESG and governance are reshaping capital allocation decisions
  • What drives India’s consumer markets to outperform — and why certain segments still underdeliver
  • How LBO-style financial engineering sharpens returns in emerging markets
  • Which outdated notions about emerging capital markets no longer hold true
  • Why India increasingly stands out as one of the most efficient long-term capital bets

Grounded, clear, and rich in practical insight, this episode offers a rare macro-to-micro view on India’s ascent from regulatory depth to consumer behavior, while correcting the misconceptions that often cloud global understanding of emerging markets.

Whether you’re a founder, investor, or operator, Amit’s perspective provides a sharp, evidence-based understanding of India’s position in the global economy and the structural strengths driving its next decade.