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Just got from the Aditya Birla AMC call. I think the business is going in the right direction. I don’t see any problems for now. Don’t get stuck on the income statement and say results are bad. Go beyond that. Anchor your perspective on how a successful AMC business should be run. What are those characteristics?Aditya AMC is taking the right decisions after having lost its market share due to previously underperforming funds. It is already 35% up since this discussion.
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