Episode Details
| Title | India Is The Most Promising Emerging Market | Angus Shillington |
|---|---|
| Date | 8/29/2024 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $INDIA - Positive outlook on India due to misunderstood and mispriced opportunities.
- “India is that place, where there's an awful lot of sort of push and pull in terms of understanding of of of returns and risk, and there is a lot of positive going on right now that is just generally misunderstood and mispriced.” - Angus (12:04)
- 🟢 $INDIAN FINANCIALS - 🔒
- 🟢 $TAIWAN - 🔒
- 🟢 $TSMC - 🔒