In 2024
In My international portfolio added more to Prosus – Listed in Europe it is a play on Chinese Tencent, PDD almost all tech companies in China. It is available at 6 times earnings
Added to Piramal Enterprises – Added Dividend money and sold J&K and South Indian bank as PEL looks better. PEL has not delivered for the last 5 years but looks ok from risk and reward.
Added HDFC bank as 1 % position .
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