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We have discussed on below topics:
• An update on the latest fundamentals of the KCP portfolio companies.
• Barring the recent most quarter which had seasonal tailwinds, why are lenders in general struggling to raise liquidity and deposits in what is a good macro environment?
• What will happen to KCP companies in case of a liquidity shock?
• Are valuations of KCP companies already pricing in some of these near term headwinds for lenders?
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