India’s reaction to COVID-19
Gaurav Narain and Tridib Pathak, Fund Advisors for Ocean Dial, hosted a conference call from Mumbai, addressing the following key concerns:
- A summary of the latest data points concerning the virus, the markets, and valuations
- What the team thinks is currently being priced in by the market
- What this means for our portfolios, and how we are responding to the opportunities that are arising.