One of the best performing #mutualfunds has done some interesting changes in its #portfolio !

#Economy needs to continue being in good stead, current #composition of loan #portfolio could pose a #challenge, says Sanjeev Krishan of PwC in India

◼️Total #amount of #DLG cover on any outstanding #portfolio specified upfront cannot exceed 5% of #loan amount

◼️Period for which DLG agreement will remain in force to not be less than longest tenor of loan in underlying loan #portfolio

#India is a very critical #market. India is 10% of our overall #portfolio, our largest #exposure, says Scott Nathan, CEO, US International DFC