source: https://awealthofcommonsense.com/2024/04/talk-your-book-the-bull-case-for-india/
Today’s Talk Your Book is brought to you by Simplify Asset Management:
On today’s show, we spoke with Anupam Ghose, Managing Partner at System Two Advisors to discuss active equity exposure in India
On today’s show, we discuss:
Why India is different than China
Growth opportunities within India
How GDP growth translates to higher stock prices
Why it’s important to have local staff in India...