The Fading Nation-State Why Indias Bull Markets Are Losing Steam Saurabh x Nandita

Podcast: Coffee and Investing with Saurabh Mukherjea · Marcellus Investment Managers

Opublikowano: 2026-09-26

Consider diversifying globally with Marcellus Global Equities Fund: https://marcellus.in/help?utm_source=YT&utm_medium=organic&utm_campaign=FadingMarketState&utm_id=Video&utm_product=GCPFor over 150 years, the nation-state has been the default container within which we live, work, and build our investment portfolios. We traditionally buy the national index, back national champions, and trust national regulators. But what if that container is quietly leaking? In this episode of Coffee and Investing, Saurabh Mukherjea and Nandita Rajhansa break down a paradigm-shifting reality: the nation-state is fading, and with it, the traditional logic of investing strictly along national boundaries...