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Excess Returns
Investing in India's Huge Future Potential with Anupam Ghose
Jun 6, 2024
Anupam Ghose, Co-founder of System2 Advisors, shares insights on investing in India's future potential. Topics include Indian economy, stock picking strategies, management quality, competitive moats, risk management, demographic dividend, consumer preferences, moats in investment, risk considerations, and diversification in Indian markets.
01:02:59
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Quick takeaways
- India's economy poised for steady growth driven by demographics and dividends.
- Improvements in India's economic statistics normalize economic activities for stable growth.
Deep dives
Overview of the Indian Economy and Growth Prospects
India's economy is expected to grow at 8.2% in the current financial year, showing steady growth over the last decade. Forecasts predict continued growth between 6.5% to 7.5% for the next five to ten years, driven by demographics and dividends. With a young population and improving infrastructure, India is projected to overtake Germany and Japan in economic size in the coming years.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode