Disc: I ve trimmed my holdings in Narayen Hrudayalya and KIMS by around 40 pc. Both these were among my top 5 holdings. I did this because of the recent observations made by the Supreme Court on the pricing models of private hospitals
Although, I firmly believe that the observations made little economic sense and better sense will eventually prevail. I still sold – just to be safe. Plus, I was sitting on descent gains in both these stocks
Bought the following in lieu –
KVB
Federal Bank
Carysil
Time Technoplast
Surya Roshni
Akzo Nobel India
Steel Strip Wheels
Regards,
Ranvir Dehal
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