S1mon, some India commentary in the PAI quarterlies you might find of interest.
https://www.platinum.com.au/Documents/Funds/PAI/Quarterly_Reports/paiqtr_0616.pdf
https://www.platinum.com.au/Documents/Funds/PAI/Quarterly_Reports/paiqtr_0316.pdf
https://www.platinum.com.au/Documents/Funds/PAI/Quarterly_Reports/paiqtr_1215.pdf
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