While I have slightly increased allocations to Balaji Amines and Praj Industries.
I have now offloaded Piramal Enterprises (PEL) and will soon get rid of Indoco, Suven Pharma and ICICI Lombard to have more cash in hand as I await better opportunities in the market in the near future.
Not necessarily new ideas but might also increase stakes in existing holdings.
Disclosure: I am NOT an SEBI registered advisor.
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