This note depicts brief rationale behind our investments in certain businesses in our Equity portfolios.
The purpose of this note is to offer a
brief & simplified rationale behind our investments in certain businesses/themes in our Equity portfolios.
- Electronic Manufacturing Services (EMS)
- India’s competitive advantages
- China +1 Strategy of corporates
- Trade balance-big scope for improvement
- Supportive government policies
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MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
