Amid a “deluge” of new investing ideas in the market, Raamdeo Agrawal has ground rules before he commits money.The veteran investor said he wouldn’t mind trimming his existing allocation by 5% and putting his money in new themes. But before that, they must satisfy a few conditions—one of which is the likelihood of compounding money in the next few years. The calibration or the extent of trimming, he said, depends on the idea.It’s ext...