I generally tend to switch to opportunities where both my and the promoter’s convictions are strong. In this case, Jindal saw may not see any drastic improvements in growth rate at least for the next 6 months or until Government tenders start rolling out at full pace. So Found it wise to reduce weightage and switch to an opportunity where my capital is better utilized at least for the next 6 months. Long term story however remains intact.
Subscribe To Our Free Newsletter |