Arvind fashion has offlate become largest holding in my portfolio, did my scuttlebut and got convinced of growth going forward. If management continue good capital allocation than market is very huge with limited compitition. As middle class move to upper middle class, choice of costly branded garments will rise sharply, recession free industry, this investment can be kept for long long time without even freaking out, accumulating in all dips. See a turnover of 10000 cr in 7-8 years comfortably.
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