RPSG Ventures have 3 main areas – IT enabled services (most value come from 1 co – FirstSource solutions and it is not doing well and looking at low or -ve growth in next 1-2 years). FMCG biz – most of its investments except yum brand not doing too well but can be a dark horse if they pull up their socks. Sports – overpaid for some franchises but a long term opportunity
DIsc: Adding at current levels. I copy some of Ashish Dhawan pf-this is also one of the overlaps
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