Dan Tennebaum - The Case for India at India Capital (EP.387)
Capital Allocators – Inside the Institutional Investment Industry
00:00
Navigating India's Investment Opportunities
This chapter explores the diverse landscape of India's public markets, emphasizing the unique investment potential arising from its fragmented structure and lesser analyst coverage. The discussion contrasts India with China, highlighting India’s advantages in capital allocation and demographic trends that yield promising returns. A systematic approach to in-depth research and localized analysis is underscored as essential for identifying lucrative opportunities in rapidly growing sectors like cement, banking, and real estate.
Transcript
Play full episode
