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Talk Your Book: The Bull Case for India

Animal Spirits Podcast

CHAPTER

Navigating the Complexities of Active Investing in India

This chapter delves into the intricacies of actively investing in the Indian market, emphasizing the need to capture specific themes not reflected in passive investing. It discusses the key factors driving India's economy and the premium valuation of the market compared to the S&P. The conversation highlights the importance of a bottom-up approach to stock selection, focusing on management quality and sector-specific factors.

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