Last year’s sell-off, which paused briefly around the election months, resumed in the earnest starting July. Everyday there is some new bad news. Promoters are going to jail. Companies with long histories are winding up. Everyone has been asking the same two questions - when will India turn around? Will it ever?
Let's look this from a few different angles.
Notes & Letters
A collection of our thoughts, views, and excerpts from our investor letters.