Andrei Stetsenko (Gymkhana Partners): Beating The S&P Using Indian Micro Caps
Value Hive Podcast
00:00
Navigating India's Investment Landscape
This chapter explores the nuances of investing in Indian companies, particularly the potential growth in sectors like cement and agrochemicals. The speakers emphasize the importance of targeting small to micro-cap stocks with limited analyst coverage, and discuss the distinct excitement and opportunities in the Indian IPO market. Additionally, it highlights the evolving investment landscape driven by local insights and the rising trend of domestic investments through systematic investment plans.
Transcript
Play full episode
