🔗 Dhruva (India QSR) · 2026-06-13
Navigating very uncertain Macro with a 33 % defensive yield engine, a high-conviction global computing core, and contrarian plays on the beaten-down Indian consumer / QSRs.
Этот файл — RSS-item из Dhruva (India QSR). Полный текст по ссылке: https://dhruva.substack.com/p/june-2026-portfolio-update