No. of Recommendations: 5
Nutanix and Zscaler both have a focus on India. Probably heritage related, particularly with Nutanix who seems to be more India focused than China. Zscaler is just everywhere that matter, which includes India, but I would say Zscaler is more focused on China, Singapore, et al., but certainly not not focusing on India.

India has a real issue, and that is over regulation. They stymie capitalism. And yet India has a very enntrepreneurial culture as evidenced by how many Indian entrepreneurs create billion dollar corporations in America.

Thus, until India stops destroying entrepreneurial to the point that Indians come to America to make their fortune, you invest through American companies that are also focusing on India as a market. Nutanix has made it a specific focus.

Tinker
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