Hi Nishant,
Good Picks. I am invested in Granules India and Repco (around 5% for each of my total stock portfolio). It could be more if I have to consider my Mutual Funds (done through SIP). Not sure how they record this in the forum. May be the moderators can help…
I still feel that 67% allocation of the overall 25% – > 16.75% of your overall financial portfolio is higher for a single stock. While I may not be able to comment much on your remaining portfolio. But it is like trying to assess a student on how well prepared is he in Mathematics when he seems to be confident in other subjects One thing is that you seem to be very well covered on the pharma space. Have you looked into other areas that could be the themes for growth in the coming decade. Few thoughts that I feel can be looked at –
1.) Affordable housing and smart cities
2.) Renewable energy for sustenance – Solar & Wind
3.) Great opportunity for Indian Pharma – Continues
4.) Textiles – Can it be the Next Pharma
5.) E-com Boom – I am a little scared after the dot com burst though….
6.) Commodity trading in India
7.) Make- in- India (Theme played by the existing government)
8.) Growth of Quick- Service Restaurants Industry in India
9.) Digitization (Theme played by the existing government)
Members any thoughts?
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