Few more bouts of activity……
Reduced my holding in Jagran Prakshan by 1/4th ( after a 17% gain in 7 months) and in Yes bank by 1/20th( after 40% gains in 20 months)……converted them into UPL at cmp.
Basically trying to bet on agrochemical stocks( UPL and Rallis (bought 3 days back)) after back to back draughts in India and the worst draught in Brazil in 100 years.
I think both these stocks are high quality stocks and their corrected share prices have most of the negetives priced in.
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