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Despite YTD currency headwinds dragging returns to -6%, Gymkhana Partners is actively capitalizing on India's retail equity inflow boom by rotating from large-caps into undervalued, high-growth defense and industrial small-caps trading at 14.8x forward P/E.
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Despite YTD currency headwinds dragging returns to -6%, Gymkhana Partners is actively capitalizing on India's retail equity inflow boom by rotating from large-caps into undervalued, high-growth defense and industrial small-caps trading at 14.8x forward P/E.
