The speakers discuss the differences between finding successful business opportunities in India versus the Western world. They highlight the importance of finding honest and rational promoters with a strong market presence and barriers to entry. They also touch upon the challenges of investing in India due to issues with corporate governance and the difficulty of discerning truth from appearances.
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.