PAI and EAI offer some exposure to India, as part of each funds...

  1. WangChung
    18,406 Posts.
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    27/07/16
    23:35
    Post #: 18383257
    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).
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