- Amara Raja – mostly the earnings and thesis will slowly play out as they unfold the new 2.0 Amara energy thingy they decided upon this year. Warrants a re look as the stock px moved fast. Personally, i am also on the sidelines after being in the grind since 450. Technically i would have still held to it if other options were not available in the watchlist.
- Hdfc AMC should still do well. And i don’t have any good reasons for someone to exit other than opportunity cost. Absl Amc Hdfc Amc these 2 are my watchlists for sometime now.
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