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.
Higher interest rates won’t slow MSME lending: Rajesh Sharma, Capri Global Capital
If we talk about our company, while we got the robust credit line about 5,000 crore in the first half, so we see adequately we
October 31, 2024