Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps
Value Hive Podcast
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Navigating India's Energy and Defense Landscape
This chapter examines the impact of a significant Indian conglomerate on sectors like ports, infrastructure, and energy generation while contrasting Indian and U.S. savings behaviors. It discusses the shift towards indigenization in India's defense and aerospace industries, as well as the rising trends in European rearmament. The narrative also unfolds the complexities of the Indian market, particularly highlighting the role of Worry Energies in renewable energy and the rebranding strategies of companies in rapidly evolving sectors.
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