“And one more question on the personal level, in your opinion how much of the growth has already been baked into the CMP (in terms of percentage)”
Hard to comment on this question and I’ll be just speculating or betting on/against the market which will be just pointless. For cyclical stocks and that too in this business where even cycles are unpredictable or unevenly spaced, margin of safety has to be healthy and there views may vary depending on one’s own outlook (bullish/bearish) on the sector, risk appetite and time horizon.
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