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 long-term investment strategies adopted by the speakers, emphasizing their approach to currency hedging and portfolio management. Additionally, it delves into the unique challenges and opportunities within the Indian stock market, highlighting reforms like the Goods and Services Tax and the dynamics of the IPO market. The discussion also reflects on the evolution of family-owned businesses in India and their commitment to transparency in the pursuit of wealth maximization.
Transcript
Play full episode
