Ajanta Pharma is a regret – frankly. I sold it when I should not have
Among banks – it’s just that I have bought small chunks into all leading private sector Banks. Weightage for Axis is higher due to its relatively cheaper valuation. For Kotak, its higher because I think it can grow faster due to the smaller size of its book
UPL has been sulking. I expect a recovery in the business wef Q4. I ll be monitoring its Q3 commentary closely. Once the overstocking of channel inventory and related issues are over, Agrochemicals should again do well. Should only be a matter of time
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