Friday, August 26, 2016

My post on Fairfax India Holdings on Seeking Alpha

An excellent way to take advantage of the growing Indian economy.

Link to post


2 comments:

Dustin KHG said...

I agree this is absolutely a great way to get Indian exposure. The only downside at this point is valuation - it is trading at about 10% premium to NAV, compared to other closed end funds which are trading at significant discount.

boubin2 said...

Agreed that it is selling at a slight premium. I like Prem Watsa and his team and I think they can match or exceed what they have done with Fairfax Holdings. Especially in an economy that in my view has reached an inflection point and could see a couple decades of above average growth.

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