Thread by @jaycee77

"Rise of gaming and virtual products within games is a megatrend"
~ Amay Hattangadi, @MorganStanley
#VIP4 @CFASocietyIndia

"Even for a country like Korea, cultural exports (K-pop) is growing more than product exports"
~ Amay Hattangadi, @MorganStanley
#VIP4 @CFASocietyIndia

"The lines between tech and non-tech are blurring. Everything is tech. eg. Nike has to use tech to sell products. Their CEO is from @servicenow"

~ Amay Hattangadi, @MorganStanley
#VIP4 @CFASocietyIndia

"Before you chose your topping, your @dominos pizza is in the oven. This is how tech is being used by a pizza company"
~ Amay Hattangadi, @MorganStanley
#VIP4 @CFASocietyIndia

"Everything is tech. Increasing commerce penetration is another megatrend."
~ Amay Hattangadi, @MorganStanley
#VIP4 @CFASocietyIndia

"ESG funds are getting more and more flows. E and S is getting more attention now."
~ Amay Hattangadi, @MorganStanley
#VIP4 @CFASocietyIndia

"Rise of retail investor - Generation Robinhood is another megatrend."
~ Amay Hattangadi, @MorganStanley
#VIP4 @CFASocietyIndia

"60% of smartphones sold in China are 5G ready."
~ Amay Hattangadi, @MorganStanley
#VIP4 @CFASocietyIndia

"Most new Indian tech and e-commerce businesses are in niche areas. But will any of them will be able to build scale - is the big question."
~ Amay Hattangadi, @MorganStanley
#VIP4 @CFASocietyIndia

"Only global asset Indian have bought traditionally is Gold. Now it is possible and easy for them to invest in a broader portfolio."
~ Amay Hattangadi, @MorganStanley
#VIP4 @CFASocietyIndia

"Investors need to be aware of threat of disruption from new tech businesses to the traditional/old businesses in their portfolio."
~ Amay Hattangadi, @MorganStanley
#VIP4 @CFASocietyIndia

"Scalability in India will also happen in India as more and more of our economic activity moves to organised space."
~ Amay Hattangadi, @MorganStanley
#VIP4 @CFASocietyIndia

"Active asset management is facing competition from ESG, Quant/Algo and now DIY retail investing."
~ Amay Hattangadi, @MorganStanley
#VIP4 @CFASocietyIndia

"Investing is a long marathon. It is about sticking to your knitting and knowing your investment philosophy. At the same time, it is about being flexible and learning from markets."
~ Amay Hattangadi, @MorganStanley
#VIP4 @CFASocietyIndia