Hey Saiguhan,
Thanks for the comments.
I completely align to this view, I entered it around 700 ish and got exited at 1000 ish, I moved that money to HDFC Life, I’m big on insurance as it is my proxy play to indian healthcare sector too.
Absolutely Agree with this one, My father also invest in the market, He has exposure to AMC’s like HDFC AMC with exposure upto 10% of the portfolio. I don’t like to have same stocks in both portfolio’s. Just a safety thing. I have my eyes open to stocks like CDSL, CAMS, BSE and some brokers and wealth management services. I don’t like the current valuation and I believe we are going to have slowdown in them with saturation of new users. I’m also looking for the small term downturn in markets and these companies would be most affected.
More of, I have increased my positions in cash and long term bonds, preparing myself for short term opportunities and looking to extend my positions in Kotak (I have exhausted myself i HDFC Bank positions of over 25% now in HDFC), Bajaj Finance and HDFC Life in Large caps and also increase exposure in small cap banks (small finance banks) and chemical sector.
So lot’s of action ahead! Looking ahead for further discussions. Would love to listen about your observation on different sector!
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