India: A Basket Case? Or A Buy?

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Rupert Hargreaves
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Mohnish Pabrai, Managing Partner of the Pabrai Investment Funds, is finding more opportunities in India today than in the United States. According to the value investor’s third-quarter letter to limited partners, a copy of which has been reviewed by ValueWalk. In the letter, Pabrai states, “Even though the Indian equity markets are at record highs, I am still finding the occasional deeply undervalued security in India. I love what we own in India.” 31% of assets under management are invested in India with only 12% (divided between Google and Southwest Airlines) invested in the US. Q3 2017 Hedge fund Letters,…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk