
Andrei Stetsenko
Partner at Farley Capital
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Jan 4, 2024 • 1h 7min
Dispatches From India | Andrei Stetsenko, Partner at Farley Capital
Andrei Stetsenko, Partner at Farley Capital, shares insights on investing in India's high-growth, high-quality companies. He discusses India's favorable demographics, accelerating urbanization, and growing infrastructure. Stetsenko highlights the common mistake of short-term thinking in investing and shares thoughts on payments, banking, and airlines industries. He also addresses the valuation differences between India and the U.S. stock markets.