Hello Mr. JP. Very interesting thread and insights. I am curious to know why you don’t have a tilt towards Financials / Banks in your portfolio considering you yourself have decent corporate world experience doing investment research for global banks.
I do see Bajaj Finserv with about 7% allocation but other than no other traditional large bank considering most now trade at decent valuation (likes of HDFC, Kotak, etc). Curious to hear your thoughts on this and how you see them as investment?
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