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You need not believe everything that this guy says at the face value. He sold Asian Paints as a technology story, then Relaxo as a unstoppable scale story and look where they are now. He is a analyst not a thinker or an intellectual. His job is to create stories, trends from selective data. If the band of middle class, as per him, is 5L to 1Cr, is that even a band?? Consume judiciously and enjoy the podcast.
