Very Good price points in most of them. Look at either city union bank in today’s fall or Shriram City union finance just in case you wish to switch over from karur Vyasa. I believe though I have rights to be proven wrong that DB corp is a much better business run by a very able management and in the right areas. Its valuations are on your side. Nalanda Capital – the most prolific investors I believe in India – I rate them over RJ have huge investments in it. Study it before buying HMV.
IT, Agrochemicals and consumer durables as sector should be there in every portfolio.
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