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โข Southern India is a great source of value creating companies with great governance and capital allocation.
โข Real estate companies in the region are performing well, with companies like Godrej Properties, Prestige Estates, Macrotech Developers, Oberoi, and DLF expected to see good returns in the next few years.
โข The shift towards organised players in the real estate industry is benefiting these companies, and they are currently trading at a slight premium to their net asset value.