Interesting perspective on India!
Given your experience watching the rise of China and now shifting focus to India, what are your thoughts on the public market funds available to U.S. investors, like iShares MSCI India ETF (INDA) or WisdomTree India Earnings Fund (EPI)?
They seem to offer broad exposure to India's growing market, and some like Matthews India Fund (MINDX) take a more active management approach (perhaps more costly).
Considering India’s current trajectory, do you see these as strong vehicles for tapping into its growth potential, or do you think there’s a better strategy?