Excess Returns  cover image

Investing in India's Huge Future Potential with Anupam Ghose

Excess Returns

CHAPTER

Analyzing Moats and Portfolio Construction in Indian Markets

Exploring the role of brand moats in investment in aspirational societies, along with insights on portfolio construction strategy emphasizing exposure to the Indian consumer market and maintaining limited stock exposure per individual stock.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner