40% of Our Fund Is in Financials: Flowering Tree's Sachdeva

The video discusses the market environment over the past 12 months, highlighting the benefits of a value-oriented strategy. It covers the long-term investment approach, focusing on India and Vietnam, and the positive outcomes from these regions. The portfolio composition is detailed, with a focus on financials and the credit cycle. Investment opportunities in Southeast Asia and India are explored, emphasizing the lack of inflation risk. The performance of a jewelry stock in Vietnam is also discussed, showcasing its growth during the pandemic.

What challenges have fund managers faced in the last 12 months according to the text?

How has a value-oriented strategy performed in the current market environment?

What factors have contributed to the success of the investment positions in India and Vietnam?

What is the current outlook for financials in Southeast Asia and India?

What has been the performance of the jewelry stock in Vietnam mentioned in the text?