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India Equity Investment Strategies: Seeking ‘economic moats’ of Indian companies

RajeshCheruvu, Head of Equities, Published Apr 19, 2016

Circa 1453. The capital city of Constantinople is witnessing a fierce assault by Ottoman forces under Mehmed II on the Byzantine Empire. Crusaders are besieged by a more modern and larger army. But Mehmed’s forces are unable to overcome an unlikely enemy; a deep and mysterious moat that surrounds and protects the city, giving the…

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