Regarding the enhanced performance, we haven’t made very significant changes. We have followed the standard template: buy head-winded or value businesses, and then over a period of time wait for tailwinds to reappear. We supplement this by maintaining a strict valuation discipline; ensuring we reduce exposure or exit the position when valuation multiples more than adequately reflect that the turnaround or value discovery of that business is close to complete.
How to trade eClerx, Piramal Pharma, Deepak Fertilizer in next session
Indian market closed in the green for the second consecutive day in a row on Wednesday tracking positive global cues. The BSE Sensex index rose