Antipodes LIC, page-19

PAI and EAI offer some exposure to India, as part of each funds Asian strategy. (Holding PAI).

PAI, for example, have holdings in:

Yes Bank
ICICI Bank
IDFC Bank
Coal India
Adani Ports
NTPC (large power company)


EAI have holdings in:

ICICI Bank
Housing Development Finance
Tata Autos

Interesting to note that PAF (PM Capital Asian Opportunities Fund) has avoided India on valuation grounds. (Holding PAF).