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What a difference a quarter makes! The recovery-rally of late 2013 turned into full-blown euphoria in the aftermath of a historic election. While we expected the scale to tip in Modi’s direction, we were surprised by how far it tipped. Such one sided results can have significant economic implications and market has perhaps started discounting some of the positive ones.
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Notes & LettersA collection of our thoughts, views, and excerpts from our investor letters. Archives
July 2020
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