Portfolio Update – Period of inactivity in this week except nibbling at Edelweiss and marginal increase of stake in Axis. Portfolio performed slightly better than Nifty benchmark.
Some positive news on Biocon – lets see how this pans out next few weeks. The consolidation with a slight upward bias in L&T finance and DHFL is inspiring confidence. Lupin now seems to head to 2400 before another consolidation happens.
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