We have not taken money out of India and continue to like it on a medium to longer-term basis: Jonathan Schiessl
"We have not yet added to positions in India portfolio. The market has shifted around a little bit. We do not have that many Indian stocks. What we have, we tend to be in longer term, larger cap type names. We have not really played the midcap or smaller cap side. We just focus on a relatively small number of very liquid largecap names, which has served us quite well over time."
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