IT is not represented in my portfolio as I just can not understand IT…..its beyond my circle of competence. Not that I understand pharma too well either….but at least the more I read, the more I learn about pharma stocks. But in case of IT, even that doesn’t happen.
I have reasonably good understanding of Banking and FMCG stocks.
As far as agro chemicals are concerned, I would be glad if you can suggest any names.
About KVB and Jagran Prakshan, I’ve also started having my doubts. I think I should wait for another 2-3 quaters to see if there is any uptick in performance.
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