The chapter explores the approach of investing for the long term and compares historical examples of economic consolidation in America and Japan. The speakers discuss profit concentration in top Indian businesses, anti-trust policies, and the role of smart individuals in shaping them.
Saurabh Mukherjea is the founder and CIO of Marcellus Investment Managers and author of notable books like Coffee Can Investing and Diamonds in the Dust. In this episode, Saurabh talks about the opportunities in investing in India and the wealth creation that lies ahead for those prepared to benefit from the same.