2 Comments
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Nakshatra Hanchate, CFA's avatar

Interesting story, still have to be wary of their input cost management. Also, investing from India is a pain, so hoping some Indian AMC buys it & we can get a more tax efficient exposure

Siddharth Bothra's avatar

Will need to see how their margins stabilise overtime and whether they are able to pass on the input costs to the final customer.

As of date, I am not sure of any AMC buying sector specific US stocks, might be a long wait!