How to differentiate between consumer discretionary and durable? Which goods do you take as discretionary?
High exposure to non-performing sectors is hitting my portfolio. I have diversified into small caps to reduce the exposure. How do deal with sector underperformance?
I was also thinking of getting exposure to energy and auto companies. I found an interesting company by the name of Gensol Engineering Ltd. It is into solar power and will now make EV for its parent company BluSmart mobility. Only problem is that the cars will be on this company book and the parent will rent it and have an asset light model. The stock has started consolidating after a massive bull run. Please provide your thoughts on this one.
| Subscribe To Our Free Newsletter |
