LIC says Adani exposure is under 2% and the risk is minimal, a line that’s lighting up mutual-fund chatter. Retail investors are being asked to weigh a pension fund’s due-diligence claim against governance questions and external ratings [1].
LIC’s stance - LIC argues due diligence is done and the exposure is under 2%, with risk labeled as minimal. The claim is framed as a risk signal for funds that hold Adani stocks and related assets [1].
Governance and ratings chatter - Beyond a single line, the discussion toggles to governance and ratings. The thread references a Washington Post report alleging concerns, noting a BBB- rating, while local ratings are described as AAA in some sources; rating agencies S&P and Fitch are part of the overall debate [1]. Some threads even joke about exposure to names like HDFC, Reliance, SBI, and ITC amid the noise [1].
Mindset for traders - In a separate take, a post argues: “As traders and investors we are not allowed to have ideologies.” The message is to question biases, whether you love or hate Adani, and to avoid letting emotion drive trading decisions [2].
Bottom line: the risk-minimal line from LIC is just one data point. For retail funds, governance signals and bias-awareness deserve as much scrutiny as the raw numbers.
References
LIC Breaks Silence on Adani Exposure: “Due Diligence Done, Risk Minimal”
LIC argues risk minimal; Adani exposure under 2%; discussion on ratings, governance, and concerns about LIC investments in big groups.
View sourceAs traders and investors we are not allowed to have ideologies.
Discussion on emotions, bias avoidance, and Adani, LIC, Solar Industries, Satyam Computers in Indian markets; cautious yet speculative trading noted.
View source