Dan Tennebaum - The Case for India at India Capital (EP.387)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating India's Investment Landscape
This chapter examines the influence of government regulations on investment strategies in India, highlighting the differences between stable and unpredictable sectors. It addresses the challenges foreign investors face and emphasizes the importance of patience and long-term commitment in volatile markets. Additionally, it explores the valuation dynamics of Indian companies, particularly contrasting the performance of small-cap and large-cap stocks, amidst evolving market conditions.
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