Buffett-Munger style. Moats, margins of safety, compounding, patience. Opinions are my own. Mostly on the sidelines...
Joined August 2016
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Prashant Jain: In the past, when Indian markets fell by more than 15% over 2 years, the next 3 years delivered fantastic returns.
Where is Prashant Jain placing his big bets?
Top 5 holdings – 3P India Equity Fund (June 2026):
1. ICICI Bank – 10.3%
2. HDFC Bank – 10.0%
3. SBI – 8.4%
4. Reliance – 6.8%
5. Airtel – 5.1%
Just 5 stocks account for 40.6% of the portfolio.
A big bet on leading banks, Reliance and Bharti Airtel.
Akash Prakash sees this pessimism as a possible opportunity for contrarian investors.
Akash Prakash: Foreign Investors Are Losing Faith in India
Foreign investors have pulled out about $65 billion from Indian stocks since September 2024.
Their holdings have fallen from $930 billion to $675 billion, the lowest in 15 years.
India’s share of the MSCI Emerging Markets Index has halved to around 10%. Even TSMC alone now has a larger weight.
Indian stocks have fallen 25% in dollar terms, while emerging markets have risen 50%.
High taxes, a falling rupee and AI risks are adding to concerns.
But Akash sees this pessimism as a possible opportunity for contrarian investors.
Akash Prakash: Foreign Investors Are Losing Faith in India
Foreign investors have pulled out about $65 billion from Indian stocks since September 2024.
Their holdings have fallen from $930 billion to $675 billion, the lowest in 15 years.
India’s share of the MSCI Emerging Markets Index has halved to around 10%. Even TSMC alone now has a larger weight.
Indian stocks have fallen 25% in dollar terms, while emerging markets have risen 50%.
High taxes, a falling rupee and AI risks are adding to concerns.
But Akash sees this pessimism as a possible opportunity for contrarian investors.
Ajit Dayal: In 36 years of interacting with FPIs, we have never seen such dismay and frustration with India. financialexpress.com/busines…
My Value Picks retweeted
Some of the Parts Valuation illustrated through Reliance Industries ..
No reco
Nifty 50: Bull vs Bear
Current level: 22,600
Bull case (24× P/E)
FY27: 29,448 (+30%)
FY28: 33,552 (+49%)
Bear case (20× P/E)
FY27: 24,540 (+9%)
FY28: 27,960 (+24%)
EPS estimates:
FY27: ₹1,227 | FY28: ₹1,398
Actual returns depend on earnings growth and the P/E multiple the market assigns.
