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WHY NOW IS THE TIME TO INVEST IN INDIAN STOCKS - macro trends you need to know | Value Investor Chatter| #126

Value Investor Chatter
Value Investor Chatter
Episode • Dec 23, 2020 • 49m

There are a number of macro trends happening in India right now that make it an attractive place to invest. In this video, In this video, we talked about three of the most important ones. If you're thinking of investing in Indian stocks, this is the video for you!

Value Investor Chatter
(0:00) Intro
(3:00) Investment Mental Schema 
(10:13) How to Assess Management
(13:00) Accounting 10K/10Q
(14:20) Investment as a Story
(15:48) Segmental Analysis and Profit Margin
(17:18) Macro-Trends (QE + Interest Rates) and Value vs Growth Investing 
(23:50) Intro to Indian Market 🇮🇳  & Digitalization of India
(37:55) Indian Success Stories
(42:49) Fraud in India
(45:20) Auditors in India
(47:53) Don't Give Your Money to Managers
(48:30) Seeking Alpha

Sunil Shah Seeking Alpha: https://seekingalpha.com/author/sunil-shah
Sunil Shah Email: shah@icon.co.za

Value Investor Chatter
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