Thanks Ishu for your suggestion.
Just one query?
For example if you recommend Mid IT space. How would you play it? Breakdown this in 3-4 stocks or just 1? Also go for the biggest name or the name that’s seeming more promising from concall and ppt for future prospects.
Since you’ve mentioned Wire and Cables sector. My core business is Cable manufacturing. It’s a family business. Based on my network, dealer & distributors of Polycab not to happy with their treatment. Also, Polycab has a key man risk. I feel KEI & KEC are better bets. Not studied their fundamentals. Just based on what I hear from the market in terms of them being aggressive to pick up orders
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