I had the pleasure of speaking with Ganesh Rao of CNBC on the #Indian #stock market and the #opportunities there. The article has some quotes from our conversation. cnbc.com/2024/05/10/cnb…

It’s a fascinating time to look at Indian stocks: - They’ve been hitting new highs - The Nifty 50 is now outperforming the S&P500 this year - But valuations do look very rich and the weakness of the rupee affects total returns - India is also an emerging market, so it’s

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