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Mike Sell, our India Portfolio Manager with almost 30 years of experience investing in the country, has just spent two weeks travelling around India and meeting with over 50 companies. Cutting through the hype, Mike explains why investors need to view the Indian investment opportunity through a new lens, sharing his unique take on where the returns are to be found.
You can watch the presentation here: https://youtu.be/IDNKsic2opc
