13 min

Notes from the Road: On mobiles, manufacturing and ‘makaan’ in India Ninety One | The Big Picture

    • Investing

Four years after assistant Portfolio Manager Varun Laijawalla’s last research trip to India, he came away from company meetings feeling that notable changes were underway in the country, particularly around digitisation, manufacturing and housing.
Hosted on Acast. See acast.com/privacy for more information.

Four years after assistant Portfolio Manager Varun Laijawalla’s last research trip to India, he came away from company meetings feeling that notable changes were underway in the country, particularly around digitisation, manufacturing and housing.
Hosted on Acast. See acast.com/privacy for more information.

13 min