AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Emerging Markets and the Internet
There's a lot of growth in emerging markets. The index, the traditional indexes don't really capture that. People have been disappointed with emerging markets for 15 years because the returns have been basically zero. So what I realized was you have to get more targeted if you want to capture the growth. And there are so many things about India right now that look incredibly compelling. There's going to be a huge amount of growth in the next decade and two decades.