Trends with Benefits #111: Creating Shareholder Value Amid India’s Digitization with Vellayan Subbiah
09 January 2024
Listen Time 24:22 MIN
Would you travel for 50 hours in a truck to better understand your customer? Vellayan Subbiah, Chairman of Cholamandalam Finance, did just that to experience a day in the life of a worker on one of his customer’s trucks. Vellayan talks about the success of Chola Finance, which he attributes to a combination of technology and underwriting models from the West and on-ground execution. We discuss his philosophy toward shareholders and how the digitization of India is increasing efficiency in his business and the country overall. Vellayan explains the development of private equity in India and how he views India’s commitment to sustainability as a long-term trend.
Show Notes:
02:00 Vellayan’s day in the life of a customer
04:43 About Cholamandalam Finance
10:25 Philosophy toward shareholders
11:35 Policy changes in India
16:44 Private markets
20:44 Long-term trend
22:45 Trend or Fad
Trend or Fad
Listen for Vellayan’s take on electric vehicles, ChatGPT, cryptocurrency, and space tourism.
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