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3min chapter
Investing in India's Huge Future Potential with Anupam Ghose
Excess Returns
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.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode