
Sridhar Sivaram of ENAM has sent the chilling warning that IT stocks are likely to see serious downgrades and that we should stay away from them. He is very bullish on Banking stocks and advised us to buy any or all of them
The Little Champs portfolio of 16 small and mid-cap stocks has delivered an impressive annualized return of 30.97% since Aug 2019. 8 of these have sizeable exposure to the global/exports business & are well positioned to gain market share in the current global turmoil. They have strong balance sheets and a diversified revenue base
Many investors are feeling frustrated at the lack of returns from HDFC Bank even though the PSU Bank stocks have given hefty gains. However, Saurabh Mukherjea has issued the soothing assurance that the outperformance of the PSU Banks is a “temporary phenomenon” & that HDFC Bank will outperform them soon
Saurabh Mukherjea’s Marcellus PMS Fund has added Vijaya Diagnostic to the Little Champs portfolio. Vijaya is in a ‘virtuous loop’ & has two key competitive advantages over rivals. It has an integrated business model of radiology and pathology & an extensive network. It has cutting edge technology & high-quality radiologists which are driving further volumes
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