Скачать или смотреть 7 Big Themes|Independence Day Special

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00:00 – Introduction & Investment Themes Overview
02:20 – Theme 1: Pharma
11:06 – Theme 2: Premiumization in Autos
22:10 – Theme 3: Renewable Energy – Solar Pumps
29:03 – Theme 4: Premium Alcohol
31:39 – Theme 5: Gold Finance
33:44 – Theme 6: Power Transmission & Distribution
36:15 – Theme 7: Manufacturing
39:16 – Conclusion & Key Takeaways
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