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Investing in India's Huge Future Potential with Anupam Ghose

Excess Returns

English - June 06, 2024 14:17 - 1 hour - 57.7 MB - ★★★★★ - 47 ratings
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Previous Episode: Energy Infrastructure Investing with Greg Reid
Next Episode: Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman

In this episode of Excess Returns, we sit down with Anupam Ghose, co-founder of System2 Advisors and sub-advisor to the Simplify Tara India Opportunities ETF. We discuss the Indian economy, recent political developments, and the country's attractive demographics and growth potential. Anupam shares his approach to stock picking for his concentrated portfolio of Indian companies, including how he assesses management quality, defines a competitive moat, and manages risk in the portfolio. This conversation uncovers some of the unique considerations investors should keep in mind when investing in emerging markets like India.


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