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Yep, HDFC and Sterlite are recs. We also updated that India report as of 11/10. Here's the link:

I think you're right to be interested in adding India exposure to your portfolio and we are constantly looking to find more promising India plays for GG. It's a bit hard because it's a closed economy, but the situation is getting better.

You might also find this recent column of mine -- on Buffett's recent moves in India -- interesting:

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