{"id":5897,"date":"2025-06-02T06:07:13","date_gmt":"2025-06-02T13:07:13","guid":{"rendered":"https:\/\/dev.darsky.com\/dalton\/?p=5897"},"modified":"2025-06-02T06:07:14","modified_gmt":"2025-06-02T13:07:14","slug":"dalton-india-the-first-decade-and-the-next-decade-part-ii","status":"publish","type":"post","link":"https:\/\/dev.darsky.com\/dalton\/dalton-india-the-first-decade-and-the-next-decade-part-ii\/","title":{"rendered":"Dalton India: The First Decade and The Next Decade (Part II)"},"content":{"rendered":"\n<p>Dalton launched its first dedicated Indian fund (the Dalton India Fund) in July 2014, following the arrival of Portfolio Manager Venkat Pasupuleti at the firm. With the fund now more than ten years old, the team put together a two-part analysis on how the investment case for India has evolved over the last decade and how attractive the return potential is for the second decade of the fund\u2019s life. Part II considers the potential macro risks to our thesis, as well as the starting valuations for an investment in India. Read more <a href=\"https:\/\/dev.darsky.com\/dalton\/wp-content\/uploads\/2025\/06\/India-Write-up-2_FINAL.pdf\">here<\/a>.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dalton launched its first dedicated Indian fund (the Dalton India Fund) in July 2014, following the arrival of Portfolio Manager Venkat Pasupuleti at the firm. With the fund now more than ten years old, the team put together a two-part \u2026<br \/><a class=\"read-more\" href=\"https:\/\/dev.darsky.com\/dalton\/dalton-india-the-first-decade-and-the-next-decade-part-ii\/\">read more &gt;<\/a><\/p>\n","protected":false},"author":717,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"categories":[15],"tags":[],"class_list":["post-5897","post","type-post","status-publish","format-standard","hentry","category-dalton-insights","wpautop"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Dalton India: The First Decade and The Next Decade (Part II) - Dalton Investments<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/dev.darsky.com\/dalton\/dalton-india-the-first-decade-and-the-next-decade-part-ii\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Dalton India: The First Decade and The Next Decade (Part II) - Dalton Investments\" \/>\n<meta property=\"og:description\" content=\"Dalton launched its first dedicated Indian fund (the Dalton India Fund) in July 2014, following the arrival of Portfolio Manager Venkat Pasupuleti at the firm. With the fund now more than ten years old, the team put together a two-part \u2026read more &gt;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/dev.darsky.com\/dalton\/dalton-india-the-first-decade-and-the-next-decade-part-ii\/\" \/>\n<meta property=\"og:site_name\" content=\"Dalton Investments\" \/>\n<meta property=\"article:published_time\" content=\"2025-06-02T13:07:13+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-02T13:07:14+00:00\" \/>\n<meta name=\"author\" content=\"Alina Peon\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Alina Peon\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/dalton-india-the-first-decade-and-the-next-decade-part-ii\/\",\"url\":\"https:\/\/dev.darsky.com\/dalton\/dalton-india-the-first-decade-and-the-next-decade-part-ii\/\",\"name\":\"Dalton India: The First Decade and The Next Decade (Part II) - Dalton Investments\",\"isPartOf\":{\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#website\"},\"datePublished\":\"2025-06-02T13:07:13+00:00\",\"dateModified\":\"2025-06-02T13:07:14+00:00\",\"author\":{\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#\/schema\/person\/af08bb90727a294b75768307cea043c7\"},\"breadcrumb\":{\"@id\":\"https:\/\/dev.darsky.com\/dalton\/dalton-india-the-first-decade-and-the-next-decade-part-ii\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/dev.darsky.com\/dalton\/dalton-india-the-first-decade-and-the-next-decade-part-ii\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/dalton-india-the-first-decade-and-the-next-decade-part-ii\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/dev.darsky.com\/dalton\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Dalton India: The First Decade and The Next Decade (Part II)\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#website\",\"url\":\"https:\/\/dev.darsky.com\/dalton\/\",\"name\":\"Dalton Investments\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/dev.darsky.com\/dalton\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#\/schema\/person\/af08bb90727a294b75768307cea043c7\",\"name\":\"Alina Peon\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/1ea9fbd6e44b6169c40f505588c0c23d17ed753347be602238137e1d0052652e?s=96&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/1ea9fbd6e44b6169c40f505588c0c23d17ed753347be602238137e1d0052652e?s=96&r=g\",\"caption\":\"Alina Peon\"},\"url\":\"https:\/\/dev.darsky.com\/dalton\/author\/apeon\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Dalton India: The First Decade and The Next Decade (Part II) - Dalton Investments","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/dev.darsky.com\/dalton\/dalton-india-the-first-decade-and-the-next-decade-part-ii\/","og_locale":"en_US","og_type":"article","og_title":"Dalton India: The First Decade and The Next Decade (Part II) - Dalton Investments","og_description":"Dalton launched its first dedicated Indian fund (the Dalton India Fund) in July 2014, following the arrival of Portfolio Manager Venkat Pasupuleti at the firm. 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