We have many companies common. Few questions:-
- you recently added Varun Beverages, are you confortable with its high valuations (high PE)?
- FMCG stocks like HUL, Nestle Marico etc are missing. I also dont have them, but since FMCG is a prominent sector in our economy, i wish to add it in my portfolio, what are your views?
- What are yoir views about Uno Minda, auto ancillary?
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