Portfolio Update – Period of inactivity in this week. Portfolio performed slightly better than Nifty benchmark. Good traction seen in Care ratings, HSIL, Gati, DHFL and Kaveri seeds which help outperform the index marginally.
Stocks to ponder over and research further
a. Camlin Fine sciences
b. TCPL Packaging
c. Edelweiss finacials
d. SPARC
Thoughts – Patanjali growth can be slight disruptive event for many FMCG companies. Need to carefully watch out the FMCG stocks we are invested in.
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