Sanjeev Prasad and his team at Kotak Securities have shuffled the Model Portfolio to weed out non-performing stocks and to focus on stocks with great upside potential
Sanjeev Prasad and his team at Kotak Securities have shuffled the Model Portfolio to weed out non-performing stocks and to focus on stocks with great upside potential
Sanjeev Prasad and his team have made it clear that the Model Portfolio is overweight on auto, banking (private), energy, technology and telecom sectors stocks. They say that Banking and PSU energy stocks offer large upside if economic reforms continue. Strong rationale in support of the hypothesis is also given.
