India's reaction to COVID-19 - India Capital Growth Fund

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.

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