INDUS CAPITAL PARTNERS, LLC Information

888 SEVENTH AVENUE, NEW YORK, New York, 10019, (212) 909-2888

Report Date: 03/31/2013

Position Statistics:

Total Positions 31
New Positions 11
Increased Positions 19
Decreased Positions 12
Positions with Activity 31
Sold Out Positions 5
Total Mkt Value
(in $ millions)
139

Sector Weighting

Basic Materials 8.65%
Capital Goods 4.07%
Conglomerates 4.67%
Consumer Cyclical 0.05%
Consumer/Non-Cyclical 21.43%
Energy 30.82%
Financial 9.31%
Healthcare 0.28%
Services 13.64%
Technology 2.27%
Transportation
Utilities 4.83%

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

31 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
HESS CORP COM 31,969 11,441 55.74 458,800
MEAD JOHNSON NUTRITION CO COM 24,141 24,141 New 300,000
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - 6,763 6,763 New 441,730
COMPANHIA ENERGETICA DE MINAS SP ADR N-V PFD 6,691 2,555 61.77 608,288
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 6,573 -215 (3.17) 381,702
GRUPO FINANCIERO SANTANDER MEX SPON ADR SHS B 6,468 3,510 118.70 383,153
TALISMAN ENERGY INC COM 6,402 6,402 New 556,200
POSCO SPONSORED ADR 6,214 1,311 26.74 85,800
COMPANHIA BRASILEIRA DE DISTRB SPN ADR PFD CL A 6,152 1,584 34.67 110,700
FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS 5,572 -23 (0.41) 48,255
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 4,351 2,223 104.49 232,300
EMBRAER S A SP ADR REP 4 COM 4,303 -2,790 (39.33) 116,309
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 4,227 4,227 New 260,312
VALE S A ADR 3,732 1,253 50.57 239,100
BAIDU INC SPON ADR REP A 3,145 -855 (21.38) 33,200
ISHARES INC MSCI BRAZIL CAPP 2,374 2,374 New 43,600
KB FINANCIAL GROUP INC SPONSORED ADR 2,305 2,305 New 69,900
TURQUOISE HILL RES LTD COM 2,047 13 .64 284,708
WASHINGTON POST CO CL B 1,681 1,681 New 3,600
ICICI BK LTD ADR 1,604 -4,943 (75.5) 33,149