I have entered in
Balkrishna Industries and MPS ltd.
Looking at Vijaya Diagnostic and Aurobindo pharma.
All four have shown strength in the light of overall market weakness.
Also these are not dependent on govt policies or orders hence resilient to any changes in that.
I exited all psu, defence and railway stocks, including green energy and power before exit polls. Re-entered only in JSW energy on 4th.
Disclosure - I am not a SEBI registered Advisor. This is not a recommendation for buy or sale. Pls do your own analysis before investing. I can be wrong in my analysis.
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