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29min chapter
Investing in India's Huge Future Potential with Anupam Ghose
Excess Returns
Indian Stock Market Analysis and Investment Strategies
This chapter dives deep into the Indian stock market, comparing it to the US market in terms of sectors, valuations, and historical investing habits. They discuss the impact of Modi's policies, the cultural significance of gold in India, and the shift towards stock market investments. The chapter also explores the process of selecting investments in India, focusing on company selection criteria, management quality assessment, and the importance of understanding cultural aspects in businesses.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode