“I am very optimistic on Indian Hotels. It has gone up so much, it might consolidate for some time but I think in the next two-three years, new hotel additions will be very, very muted,…
People like us have to figure out whether the promoter really knows how to build a great franchise and to execute and generate 25% free cash flow growth. Most promoters in India do not know…
In the broader market, we are seeing very exciting things both in the public and the private space. In the public space, a lot of the companies are in the pipeline to go public in the…