I think your thoughts above already have the “bingo” answer…HDFC group and house of Tata’s have been most ethical jewels of India.
When we drop down the bars of ethics, promoter quality, governance etc. even a small notch for some couple of notches extra growth or couple of notches better valuations …the risk to buy & hold strategy increases by several notches
…
The answer is and always has been crystal clear to us…it is only we, including me, who complicate things for that something “extra” …
| Subscribe To Our Free Newsletter |
