Updates:
NIBE is out, added position in Himadri Speciality.
Tube Investments is replaced by EID Parry
Started building position in MAFANG+ ETF
TIIndia seems to have consoldiated, with majority of it’s growth prospects coming out of it’s subsidaries. Core business is not doing well, and EV business is facing tough competition. Still should do well in long term, but given I already have investments related to these sectors in my portfolio, I find EID Parry (agri + biofuels + foods) a better player. Not only the stock is defensive, but it’s foray into foods business should give good runway for growth.
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