Ep. 08: Value Migration
Welcome to the Equity Sahi Hai podcast brought to you by Motilal Oswal AMC. This podcast delves into the investment insights and philosophies of Motilal Oswal AMC and speaks about the frameworks used by them to assess various sectors for investment. On this episode, Shrinath Mithanthaya, Executive Group Vice President at Motilal Oswal AMC talks to host Anupam Gupta about value migration, its origin, how it's different from value creation, the major types of value migration, examples of value migration globally and in India, and more. You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app. You can check out our website at http://www.ivmpodcasts.com/