Bearish global sentiment may drive modest returns for Indian equities: Siddharth Vora, Prabhudas Lilladher
“Lemon Tree Hotels is one of our high conviction bets. We have built a large concentrated position of 8% in Lemon Tree. Gujarat Fluorochemicals is another stock in our portfolio. We have owned this stock from a price of Rs 580 to today’s price of Rs 4,000. Then comes Bharti Airtel which has strong momentum in India with improving ARPUs. The other two bets are Titan and Motherson Sumi Wiring. “
