Aug 12 2024 75 mins
In this episode, Debashish Bose of Oaks Asset Management explains the long-term trends shaping the Indian and global financial markets.
In the episode, Debashish talks about:
1. What's happening to the markets
2. Big trends like deglobalization, de-dollarisation, and geopolitical rivalries
3. The future of currencies and commodities
4. Whether valuations will remain higher for longer
5. If whatever we have learned about investing so far is useless
6. What kind of themes will do well in the dangerous world we live in and much more
We hope you enjoy the conversation as much as we did :)
Debashish on LinkedIn: https://www.linkedin.com/in/debashishbose/?originalSubdomain=in
In the episode, Debashish talks about:
1. What's happening to the markets
2. Big trends like deglobalization, de-dollarisation, and geopolitical rivalries
3. The future of currencies and commodities
4. Whether valuations will remain higher for longer
5. If whatever we have learned about investing so far is useless
6. What kind of themes will do well in the dangerous world we live in and much more
We hope you enjoy the conversation as much as we did :)
Debashish on LinkedIn: https://www.linkedin.com/in/debashishbose/?originalSubdomain=in