'Lage raho Munna Bhai': How S. Sriniwasan won Abu Dhabi money

Abu Dhabi Investment Authority, now among his biggest investors, wrote its first cheque in 2011, but Kotak MD Sriniwasan had been visiting since 2006. "5 saal lage raho, Munna Bhai," he laughed on the podcast. The strategy: oil exporters sit on surplus cash when crude is high, precisely when oil-importing India's markets turn cheap and attractive.