Rajiv Jain’s Adani Adventures
The Morning Brief
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Itc
Things are not really bad anyway from a business perspective. The underlying cash flows seem to be fine. So the cap x slows down. The picture will emerge better than what people think. That's our bet. It could be wrong. But that's our bets. In fact, I think a lot of the issues are kind of solved in my opinion. They reduce the pledge a little bit and there's no refinance issue within 18 months. We're taking five plus year view and hopefully we can own this for a long time.
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