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Portfolio Podcast: Should you invest in holding companies?

Portfolio Podcast: Should you invest in holding companies?

Published 4 years, 1 month ago
Description

In many cases the holding company discount in India is quite significant and way above what has been observed in developed markets. There are instances of companies even trading at discounts as high as 85 per cent to underlying asset value. Why is the discount so high? Are these value traps or great opportunities? Listen in to find out. 

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