

On the hunt for hidden investment opportunities
Nov 2, 2023
Portfolio manager discusses rapid change in India, outlook for emerging markets, and building relationships. India's potential as an alternative supply chain. Importance of information networks in investment decisions. Examples of successful and failed investments. Experiences with traditional clothing in Southeast Asia.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
India as an Alternative Supply Chain
02:40 • 6min
Building Information Networks and Maintaining Strong Relationships
09:01 • 13min
Two Examples of Investments: Bartsi Airtail and Asia Pulp and Paper
22:04 • 8min
Experiences with Traditional Clothing in Southeast Asia
30:26 • 4min