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Podcast: Monetary Matters with Jack Farley
Episode: How Indiaβs Macro Tailwinds Are Fueling Its Aerospace & Defense Sectors | Andrei Stetsenko
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Read about Indian Aerospace & Defense and sign up for Dispatches From India: https://www.gymkhanapartners.com/dispatches/major-sector-inflection-india-defense-and-aerospace
Andrei Stetsenko, partner and portfolio manager at Gymkhana Partners, discusses the explosive growth of India's economy, its strategic shift toward global defense and aerospace leadership, and under appreciated small-cap companies.
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