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Transcript
Chapters
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Why India?
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What is the demographic dividend?
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Is the China labor cost arbitrage play over?
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Why does urbanization tend to increase productivity and output?
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Do other countries have the demographic dividend and rapid urbanization?
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Why is India urbanizing so rapidly?
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What's your framework for investing in India?
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How do you identify Indian companies with competitive advantages?
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What sectors in India do you like?
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When screening Indian equities, what red flags do you look for?
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What does Indian financial accounting look like?
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What do you make of India's recent slump in growth?
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How can investors in India profit from illiquidity?
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How diversified should investors in India be?
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How has Indian Prime Minister Modi lived up to expectations?
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What is the role of gold in India?