Excess Returns

Investing in India's Huge Future Potential with Anupam Ghose

Jun 6, 2024
Guest
Anupam Ghose
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.
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Episode notes
1
Intro
00:00 • 5min
2
Analyzing India's Growth Potential and Demographic Dividend
04:40 • 14min
3
Indian Stock Market Analysis and Investment Strategies
19:10 • 29min
4
Consumer Preferences and Market Dynamics in India
47:44 • 5min
5
Analyzing Moats and Portfolio Construction in Indian Markets
52:44 • 3min
6
Analyzing Risk Considerations for Investing in India
56:11 • 5min
7
Closing Thoughts on Diversification and Future Updates on the Indian Market
01:01:25 • 2min