Do you still own kalyan jewellers or regret selling it? I bought around 110, still holding 75%, diluted 25% at average 530.
Reasons to be so bullish on financials? As economy will expend, NIM spread will reduce, its a crowded space and banking is just commodity now, growth will be in clouds only, Small finance banks, large pvt, public, too much noise.
What growth you forsee for meta, Google now? AI search will change business dynamics drastically.
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