Anupam Ghose

Anupam Ghose from System Two Advisors discusses India's growth potential, comparing it to China's, navigating complexities of active investing in India, long-term stock strategies, analyzing currency stability and geopolitical risks. Topics include GDP impact on stock prices, risks of investing in India, and more!

Anupam Ghose from System Two Advisors joins to discuss India's economic dynamics and investment opportunities. They explore India potentially surpassing China's GDP by 2050, the impact of democracy on economic growth, and demographic trends in India. The podcast covers investment strategies in the Indian stock market and emphasizes the importance of consulting with financial advisors.

In this engaging discussion, Chris Getter, a portfolio manager at Simplify, and Anupam Ghose, founder of System 2 Advisors, dive into India's economic evolution. They trace the country’s shift from socialist roots to economic liberalization in the 1990s, underlining the pivotal role of the IT sector. A youthful population gives India a unique demographic advantage over China. The guests also unpack investment strategies tailored for India’s burgeoning market, highlighting challenges and opportunities in the ETF landscape, and the distinct factors driving India's consumption-driven economy.