Unlocking Electronic Signature Licitness for Toll Manufacturing Agreement in India

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Mark how are you approaching this Market Indian markets are not far away from an all-time high the bank Nifty last week hit an all-time high for somebody who's not invested in the market right now ing to you how are the risks how's the risk reward ratio stacked up you know one of the things we learned from this session we just experienced this idea of consciousness and positivity in other words The Power of Positive Thinking is so critical when you're investing who says you just said it doesn't make any difference when you're going to be investing it's a matter of being invested because in the long run the markets will go up there will be periods of bear markets yes but in the long run the bull market will be very very fruitful for investors so if you ask me should we invest now yes we should be invested now and particularly when we look at India with this incredible growth seven percent growth for a population of over 1.4 billion people this is an incredible accomplishment and this I believe will continue going forward so the best time is to invest is when you have money Mark uh you know first thank you that you've been part of you know the IC conference from last couple of years in 2017 when you came for the first edition of ice in Mumbai you had one investment in India then it became two last time when we spoke it is three this is the fourth time you've come to IC so can I say that you have four investments in Indiana it's amazing that you remember that and it's also amazing we now have four investments in India so so what are those First Investments I only know three Apollo persistent and then I'm lost the last two names well of course we have the uh the ape the Apollo that we know yeah the system you've told us I'm not going to tell you what the other one is yes you listening so basically you know we're looking at technology fundamentally and we're looking particularly at in the future at Hardware because we believe that although India has made incredible accomplishments in software you know India is the leader globally in software exports We Believe going forward Hardware is going to be very critical and very important in India so semiconductors and businesses related to semiconductors will become more and more critical in India in our portfolio the largest Investments we have before India are Taiwan and that's because of the semiconductor industry and we leave we believe this is going to be coming to India so you own four stocks in India and one of them is directly indirectly a play ON Semiconductor well no it's software okay semiconductor is not yet but I believe going forward this is going to be important