Hello hitesh bhai one question is generally when there is a tailwind in particilular sector the companies which have moat or advantage or existing untilized capex does well. My question is what is allocation in a sector that one should look . Themes like railway or green energy or chemicals did well in 2020/2021/2022 respectively. Most made 3-10 × depending on company to company. How would you look at to allocate / conservatively agressive approach to portfolio while deciding allocation on portfolio level to tailwinds in a sector ( stock selection ) in that sector
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