The single best book I've read on Indian markets.

I've read 30+ books on investing. Most are US-focused. Few translate to India. The one book that genuinely helped me was Saurabh Mukherjea's "Coffee Can Investing." The core idea: identify 8-12 high-quality businesses with predictable cash flows. Put them in a portfolio. Don't touch it for 10 years. The data is convincing: the original "coffee can" portfolios (built in 2000, 2005, 2010) have all beaten NIFTY by 5-8% annualized. The stocks Mukherjea has historically included: • Asian Paints • Pidilite Industries • HDFC Bank • Nestlé India • Marico • Berger Paints • Britannia • ITC None of these are exciting. None will 10x in a year. But they compound at 18-25% for decades. The lesson isn't to copy his stocks. The lesson is to copy his frame: identify quality, hold patiently, sleep well. Most retail wealth in India will be made by people who do this, not by people who time the market.