Ambit Disruption Vol-1: Asian Paints

We at Ambit are constantly trying to stay ahead of the curve by drowning out the noise and looking ahead. In keeping with our long term investment thesis we like to stay adept with not just the present impediments faced by your portfolio companies but also long term disruptions which can hit these companies. Hence we will regularly come out with our thoughts on disruptions in our portfolio companies/ sectors and for the first write ups of this series we have chosen the paints sector and Asian paints.