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Investing in South Asia's emerging markets: India’s embrace of free enterprise

Capital Ideas Podcast

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Navigating Investments in Emerging Markets

This chapter reflects on the speaker's formative experiences in India, shaping their investment philosophy and strategies. It explores the dynamics of investing in family-owned companies, the importance of local market understanding, and the impact of currency fluctuations on investment expectations. Anecdotes and lessons learned reveal the complexities of portfolio construction in emerging markets, emphasizing the need for diligent research and a long-term perspective.

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