The Fast Five: Could India’s biggest pessimists be overlooking its biggest opportunities?

Is growing pessimism around India creating an opportunity for long-term investors? 

In this episode of The Fast Five, Nishay Goel, Founder and CIO of Duro Capital, explains how the company approaches Indian equities through a concentrated, long-only, all-cap strategy focused on high-conviction opportunities. 

In conversation with Heather Zumarraga, Nishay explores where he sees the greatest opportunities in India, why significant dispersion across the market could be creating attractive entry points, and how Duro identifies businesses with the potential to compound earnings over the long term. 

He also discusses Duro’s highly differentiated approach, including its 88%+ active share, significant GP capital and focus on India as a high-conviction alpha sleeve within a broader global equity portfolio. 

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