Agree on 2nd point.
However, I am also betting on the voracious consumption of Indian audience. This will lead to good quality shows that invest in VFX (VFX is used not only for graphics and spectacles, but also mundane things like changing backgrounds, corrections, etc)
As technology absorption increases, we might see a lot of growth in smaller companies too.
Disc : Thinking of investing into this company moderately.
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