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EM Insider: Indian equity’s inflection point, and BJP internet shutdowns
Manage episode 374415400 series 2024528
GIB Asset Management’s Kunal Desai joins Citywire Selector’s Krystle Higgins to discuss how after years of disappointing returns, and ‘balance sheet heartbreak’, India's moment has finally arrived, as well as his thoughts on the BJP’s internet shutdowns at a time when the country is experiencing a digital revolution.
184 episodes
Manage episode 374415400 series 2024528
GIB Asset Management’s Kunal Desai joins Citywire Selector’s Krystle Higgins to discuss how after years of disappointing returns, and ‘balance sheet heartbreak’, India's moment has finally arrived, as well as his thoughts on the BJP’s internet shutdowns at a time when the country is experiencing a digital revolution.
184 episodes
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