Whats the rationale for 30% in cable stocks (Polycab, KEI)? Valuations are super rich + overhang of Income Tax outcome for Polycab. Would you not be better of diversifying across the energy sector (transformers, solar EPCs)?
Plus wanted to understand what your exit strategy is? Is it purely based on a stage 3 breakdown or would you check fundamentals (valuations, growth outlook) etc?
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