Investing Lessons (Insights) from Note on the eve of Unitholders Meet - 2021 (@RajeevThakkar @PPFAS)

Patience ImageImage
Opportunity Loss Image
Loved The Cricket Analogy (Best One) Image
Why Should Invest International? Image
What is obvious today in hindsight was not necessarily obvious while investing real time.
International investing should be seen only from the point of view of increasing diversification and
the opportunity set and not to predict as to which market or which sector will do better than the other.
Interest Rate Risk Image
Full Note is Here:…

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