TrustLine

Happy to share my interview in today's ET. Hope it makes an interesting read. Pls do read and share!

"Strangely, in small cap investing, if you avoid landmines, what you are left with are goldmines. Our focus is on containing downside risks. We firmly believe that if you do that job well, the upside will naturally follow.

This guiding principle has shaped our approach and led us to develop an extensive due diligence process that aims to contain, and ideally, eliminate every possible risk associated with an investment opportunity"

ETMarkets PMS Talk: In small cap investing, if you avoid landmines, you are left with are goldmines: ArunaGiri The fund was launched in Sep07 just as the markets were reaching manic highs. However, we exercised caution and refrained from fully deploying our capital, keeping a significant portion in cash. When the crisis struck, we were well prepared with only 20-25% of our fund deployed.

In this video, we present the supporting evidence — both micro and macro — on the likely sharp upswing in India's private capex cycle. More importantly, we have made an attempt to highlight the key takeaways for investors in terms of where to look for the next big winner in this surging market that is waiting to breakout! Pls do watch and share!!

To watch more videos : https://lnkd.in/gjaicYK8

Silver lining in the latest Macro data? In this video, we present the supporting evidence — both micro and macro — on the likely sharp upswing in India's private capex cycle. More importantly, we h...

*Budget'23*: Is there any *Big Picture* that pops out from all the budgets that this Govt has presented across years. If there is any, how will that play out in this year's budget. To know this and more, here is our video post on the *upcoming budget*. Pls do watch and share!!

*Video Link:* *https://youtu.be/-w1Uv3oZgZ4*

*To see more videos:* *https://www.trustlineindia.com/videos.php*

Budget 2023: What to watch out for? Budget'23: Is there any Big Picture that pops out from all the budgets that this Govt has presented across years. If there is any, how will that play out in ...