In this update, we look at several companies where we have seen a number of positive changes and have initiated a small stake in.

In previous updates, we have discussed the impact of generational changes amongst the owners of some of our businesses and how the business families in India are responding to succession challenges. Such developments including changes in the professional management teams are monitored very closely.

In this update, we look at several companies where we have seen a number of positive changes and have initiated a small stake in. We also discuss the opportunities and challenges facing Indian consumer companies, given that this sector forms the largest part of our portfolio.

 

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