Right thing to do, we may expect some rupee depreciation going forward, Govt Capex will be lower for sure which may take all Modi stocks down by 30-40 % from here, auto anc, FMCG, Consumption is theme as crude price may drop.
Posts tagged Value Pickr
Max India – Demerger, Will sum of parts be greater than single entity (06-06-2024)
This is Max India forum, not the Max healthcare.
Varroc Engineering Ltd (06-06-2024)
I bought it looking at PE, now it looks expensive… more like 40 PE
Hitesh portfolio (06-06-2024)
Hedging is like keeping pressing accelerator with one foot and break with the other because one is afraid of accident. It gives a false sense of security but in reality consuming a lot of fuel and damaging the car (plus one is not really not going anywhere).
Better to drive judiciously or in case of investment, build a portfolio that allows one to sleep peacefully and focus on their day work through market cycles. If one is worried about their portfolio at every event then probably they need to rethink their portfolio.
Cochin Shipyard – No more Cheap (06-06-2024)
(post deleted by author)
Cochin Shipyard – No more Cheap (06-06-2024)
Cochin Shipyards unveils its new mega dry dock
https://idrw.org/cochin-shipyard-unveils-progress-on-new-mega-dry-dock/
Tiger Logistics (06-06-2024)
Anybody tracking Tiger? It looks attractive after the fall?