I have a very small stake in zydus since the beginning and have not added to it since since back then i preferred ITC as my FMCG bet. If the fall is even deeper i may have a look at adding some more. I have a lot of cash saved up waiting to deploy from my embassy sale so I’m actively looking at companies again. Will be going through zydus properly again over the next few days and will then decide what to do with it.
Tbh I’m Currently looking for companies to invest in and apart from adding more to laurus plus a punt on everest kanto(i am not sure about the long term thinking regards cng here and the capability of management to be nimble to survive) and maybe Zomato/jubilant foods (both still about 10 to 20 percent above my risk appetite) i honestly have no idea what to do atm. Been out of the markets so long and spent so long trying out faux debt ie embassy type instruments that I’m in a bit of a rut now lol
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