In this episode, Debashish Bose of Oaks Asset Management explains the long-term trends shaping the Indian and global financial markets.

In the episode, Debashish talks about:1. What's happening to the markets2. Big trends like deglobalization, de-dollarisation, and geopolitical rivalries3. The future of currencies and commodities4. Whether valuations will remain higher for longer5. If whatever we have learned about investing so far is useless6. What kind of themes will do well in the dangerous world we live in and much more

We hope you enjoy the conversation as much as we did :)Debashish on LinkedIn: https://www.linkedin.com/in/debashishbose/?originalSubdomain=in