Thread by @BloombergQuint

Not only does India produce more consistent compounders than China, but they also deliver over twice as much shareholder return.

#BQOpinion by @MarcellusInvest's Saurabh Mukherjea & team.
bit.ly/3dtDZ98

@MarcellusInvest How India Inc.’s star companies trump China Co. on consistent compounding.

Read @MarcellusInvest’s Saurabh Mukherjea, Omkar Sawant & Nandita Rajhansa in #BQOpinion.
bit.ly/3lFxK6q

@MarcellusInvest Not only have emerging markets grown twice as fast as developed markets over the past decade, China and India have been the fastest-growing emerging markets if measured by growth in real GDP over the past decade.

Read #BQOpinion by @MarcellusInvest team.
bit.ly/3orQJTU

Although China’s economy is 5x larger than India’s, India has produced significantly more consistent compounders than China, which have compounded their share prices more than twice as fast.

Saurabh Mukherjea and the @MarcellusInvest team in #BQOpinion.
bit.ly/3IsKcjO

@MarcellusInvest #BQOpinion | India and China stand far above other emerging markets and the Indian companies significantly outperform the Chinese companies in terms of shareholder returns, find @MarcellusInvest’s Saurabh Mukherjea, Omkar Sawant & Nandita Rajhansa.
bit.ly/3lK4dsu

@MarcellusInvest India produces more consistent compounders than China and the Indian consistent compounders compound almost three times as fast as the Chinese ones.

Read @MarcellusInvest’s Saurabh Mukherjea, Omkar Sawant & Nandita Rajhansa in #BQOpinion.
bit.ly/3DyNVbY

@MarcellusInvest Not only do the Indian consistent compounders outperform the local stock market far more comprehensively, but the Nifty 50 Total Return Index has also outperformed Shanghai SE Composite TRI, find Saurabh Mukherjea and the @MarcellusInvest team. #BQOpinion
bit.ly/31GDJRc

@MarcellusInvest Why is this happening?

Polarisation of profits is far more pronounced in India than China, write @MarcellusInvest’s Saurabh Mukherjea, Omkar Sawant & Nandita Rajhansa in #BQOpinion.

bit.ly/31B7uTS