Beyond Borders - Insights from Global Emerging Markets with Amay Hattangadi

PROGRAM  OUTLINE

Module 1: Investing in Indian markets vs Global / Asian markets

• Understanding the market regime in India vs Global / Asian markets
• How learning about global markets will make you a better investor
• Is investment philosophy and process portable across markets?

Module 2: Understanding Asian markets: China

• Case Studies on what has worked or not worked in Chinese equity markets
• The AI Theme: China's DeepSeek Moment
• Lessons for India from the Chinese markets

Module 3: Understanding Asian markets: Korea and Taiwan

• Understanding the semiconductor industry
• A study of TSMC and Samsung
• The role of North Asian companies in Nvidia’s and Apple’s supply chains
• Lessons for India from the Korean and Taiwanese markets
• The role of chaebols in South Korea

Module 4: A Look at the Asian Tigers of the 1990s

• Southeast Asian markets in the post-Asian Financial Crisis era
• Digital banking and e-commerce in South East Asia
• The role of big business houses in South East Asia
• The middle income trap

Module 5: A look at LATAM and EMEA markets

• Digital banking and e-commerce in Latin America
• Eastern Europe - a beneficiary of Russia-Ukraine peace dividend?

Module 6: The big themes

• Developed markets vs Emerging markets
• The rise of the Middle East and Vietnam
• Top of mind - Discussion of the big ideas at the top of investors' minds at the time of conducting the program

Module 7: Investing in India with a global perspective

• Understanding the role of the domestic investor in various markets
• The role of competition - will India always remain a high ROE market?

Module 8: Top of mind

• We will spend time discussing some of the topical issues at the top of investors minds at the time of conducting the program

WHAT TO EXPECT?

Through case studies, you will gain insights into how market regimes, investment philosophies, and sectoral trends differ across key regions such as Asia, LATAM, and EMEA. The program uses a blend of qualitative and quantitative approaches to help you develop a broader, more informed perspective on global markets.

WHAT NOT TO EXPECT?

The program will not provide specific stock recommendations or sector picks

WHO SHOULD ATTEND?

Curated through decades of experience in the field, this program is designed for those looking to deepen their understanding of global investing in emerging economies through a unique blend of real-world lessons and time-tested wisdom. Attendees should have a genuine interest in exploring the intricate dynamics of investing across regions. Active participation is encouraged, as interactive discussions will be integral to maximize your learning.

APPLICATION DEADLINE

SELECTION NOTIFICATION

Confirmation emails will be sent to the selected participants by May 12, 2025.

WHO SHOULD NOT ATTEND?

This program is not recommended for beginners seeking foundational knowledge or theories in global investing. It is not designed for those solely interested in short-term trading strategies or looking for specific stock or sector recommendations in markets.

SELECTION CRITERIA

Acknowledging that learning also comes from diverse backgrounds, participants will be selected on the following criteria:

• Education qualifications
• Quantity and quality of work experience
• Commitment and passion for the field of investing

All applicants to note the following:

• Admission to the program is not subject to early submission of application form.
• Corporate nominations will be restricted to not more than five nominees so as to ensure a fair distribution of the cohort.
• FLAME reserves the right for selecting participants to this program.

PROGRAM FEES

• INR 27,000 plus GST (INR 31,860) which includes tuition, course materials, meals and on campus accommodation.
• Fee does not include travel and other incidental expenses.
• Candidates need to submit the application form online.
• On being selected for the program, candidates will receive an online payment link. Selected candidates must complete the payment within 4 days of receiving their selection notification, which is latest by May 15, 2025.
• Kindly note, even if the application is submitted, but the payment is not made within the communicated deadline, the application will be deemed incomplete and annulled. 

APPLICATION PROCEDURE

To apply the applicant must complete the application form.

WITHDRAWAL AND CANCELLATION POLICY

1. In the event that FLAME University is unable to provide the program, all fees will be fully refundable.
2. For selected candidates:
   • If a request for withdrawal is received before and up to May 31, 2025, the full amount of the fee paid shall be refunded.
   • If a request for cancellation is received after May 31, 2025, 10% of the fee paid shall be refunded. GST on cancellation will be applicable. 

ACCOMODATION

FACILITIES AND INFRASTRUCTURE

FLAME offers 70 acres of tranquil space, just 13 kms. from the Pune University main gate. It is an eco-friendly campus adjoining an 18-hole golf course. FLAME has an international sized cricket ground, football, tennis, basketball and volleyball courts, outdoor Olympic sized swimming pool, track and field, futsal and handball at their disposal. A fitness and conditioning studio, badminton courts, billiards tables, squash courts, table tennis, carrom and chess ensure that FLAME’s sports facilities are second to none. 

Its academic spaces include an auditorium, lecture theatres, conference rooms, a library, a performing arts studio, a visual arts studio, a sculpture studio, Physics, Chemistry and Biology labs, Financial Research lab and amphitheatres. Some of the other amenities include cafes, Wi-fi connectivity, an infirmary and an ambulance in case of emergency. 

During the duration of the program, participants are encouraged to explore the campus and use the facilities FLAME offers.

CONTACT

Phone: +91 84840 98259 (Text and WhatsApp only)
Toll-free No: 1-800-209-4567
E-mail: This email address is being protected from spambots. You need JavaScript enabled to view it.
Website: www.flame.edu.in

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VENUE

FLAME University
Gat No. 1270, Lavale, Off. Pune Bangalore Highway,
Pune - 412115, Maharashtra, India.