Investing in India
Dan discusses the challenges of investing in India, highlighting how even strong operating performance can take time to reflect in share prices. He emphasizes the importance of building relationships with management to enhance visibility and communication. Interestingly, he notes that India's renewable energy sector is thriving, with 80% of new generating capacity coming from renewables, which is now attracting more attention from investors focused on ESG criteria.In this clip
From this podcast
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Dan Tennebaum - The Case for India at India Capital (EP.387)
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