It was a choice between HDFC bank and Kotak bank or New avatar of ICICI bank and Kotak bank, and i sided with HDFC bank and ICICI bank…i may turn out to be wrong. But i dont have option. As i wanted to stick to just 2 banks. Its actually a choice between good and better and not between good and bad
In case of IT, am thinking of current performance of companies and its tilted towards HCL and Infosys. TCS return ratios are better but thats because of heavy dividends and low Reserve and surplus. Currently performance wise HCL and Infosys are faring better but i have emotional connection with TCS…decision is difficult
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