“Varun Beverages, Landmark, Inox Wind, Sampada are among top five holdings on a mark to market basis. These are actually companies that we are in the special sits (situations) fund. We look for steady compounders as well. Varun Beverages was a special sits which became a steady compounder as did Landmark Cars.”
“A lot of people have obviously not really made any significant money in the Chinese markets for the last several years. And India, of course, has gone only one way. As a result, I think the bias, or the preference of India is undoubtedly very clear. Having said that, the single biggest hurdle that I saw was the valuation.”
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