Saurabh Mukherjea on why he exited La Opala & why he likes Home First Finance
“We have been left a little concerned about whether La Opala can respond to the ramp up in competitive intensity. There is no reason that they cannot, it is a well run company and Ajit Jhunjhunwala does a wonderful job but we did not quite see the competitive response and hence the exit. If we see La Opala stepping up to the plate, we will obviously revisit that exit.”