Compliance and Valuation
Dan highlights the crucial balance between robust compliance and effective portfolio management, emphasizing the hidden risks foreign investors face in India. He shares insights on the valuation metrics of his concentrated portfolio, revealing a significant excess earnings growth compared to the index, while noting that market recognition can be unpredictable.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Dan Tennebaum - The Case for India at India Capital (EP.387)
Related Questions