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First things first … the elections are finally over. Thank god!
With 302 seats in the lower house and a near majority in the upper, Modi can now push almost any agenda he wants. Will he push the right ones? Our starting point on these issues is this fascinating quote from Thomas Sowell: "No one will really understand politics until they understand that politicians are not trying to solve our problems. They are trying to solve their own problems - of which getting elected and re-elected are No. 1 and No. 2. Whatever is No. 3 is far behind" |
Notes & LettersA collection of our thoughts, views, and excerpts from our investor letters. Archives
July 2020
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