Core Insights - Investing in global ex-U.S. markets through dedicated ETFs offers an efficient way to achieve international diversification for U.S.-focused portfolios [1] Group 1: Investment Strategies - There are various strategies available for investing in international markets, making it challenging for investors to choose the right one [1] Group 2: Analyst Background - The analyst has a Master's in Banking & Finance from Université Paris 1 Panthéon-Sorbonne and a diverse investing background that includes corporate finance, M&A, and investment analysis [1] - The focus areas of the analyst include real estate, renewable energy, and equity markets, with expertise in financial modeling, valuation, and qualitative analysis [1] - The analyst aims to share insights and analysis on interesting companies with a global audience through Seeking Alpha [1]

Group 1 - Emerging markets, particularly India, are identified as a significant source of growth, with the Indian economy projected to grow at a 6.4% CAGR in real terms [1] - The growth in India is accompanied by high volatility in the domestic market, indicating potential risks alongside opportunities [1]

Core Insights - The focus is on identifying high-quality companies with competitive advantages that can significantly increase cash flow while being fairly priced [1] Group 1: Company Analysis - The company operates in multiple sectors including pharmaceuticals, medical devices, textiles, food industry, and real estate [1] - Emphasis is placed on understanding the company's management perspective and accounting practices to conduct in-depth financial analysis [1] Group 2: Investment Strategy - The investment approach prioritizes long-term growth in companies that can achieve high returns on invested capital (ROIC) over the coming years [1] - Key criteria for investment include profitability, sector growth, high capital returns, expanding margins, low debt levels, and management's vested interest in the company [1] Group 3: Analytical Framework - The analysis incorporates both quantitative measures such as valuation multiples and discounted cash flow (DCF) as well as qualitative assessments to forecast expected growth [1] - The goal is to provide a comprehensive understanding of the company's business model, market dynamics, competition, financial health, and management effectiveness [1]