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Interview. $600mn Fund Manager on Great Businesses, Portfolio Construction, and Investing in India

The Synopsis

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Investing Insights: India vs. US Markets

This chapter explores the contrasts and commonalities between investing in Indian and US markets, focusing on innovation, corporate governance, and investment principles. It evaluates the performance and complexities within the Indian market while analyzing challenges like liquidity and management practices. The discussion emphasizes the importance of strong capital allocation and transparency in sustaining long-term business success, as well as the regulatory frameworks in both regions.

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