Vijay Kedia has shuffled his portfolio to capitalize on the opportunities provided by Covid-19 and also to de-risk from the threats. His new stock picks will benefit from disruption due to technology and have the potential to deliver robust gains in the foreseeable future
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- Hiren Ved has no Banking stocks in his portfolio.Hiren Ved has no Bank stocks in his portfolio because Banks are unable to get cheap deposits & lend profitably. People are investing in SIPs instead of FDs & Capital Market stocks are better than Bank stocks. HDFC AMC is a better investment than HDFC Bank [youtube https://www.youtube.com/watch?v=O4SA4czZqY0]
- Ravi Dharamshi says energy transition is a giga theme in which he has highest conviction.Ravi Dharamshi says energy transition is a giga theme in which he has highest conviction. Cos will become so big in 5-7 years that their present topline will become the bottomline. Valuations are cheap. Solar modules, green hydrogen, ethanol, EVs are themes to bet on [youtube https://www.youtube.com/watch?v=3w1FPlYFSjY]
- Protean eGov is a unique play on digital public infrastructure. Buy for TP ₹2510 (24% upside)Protean eGov is a unique play on digital public infrastructure. It has 3 core verticals & new age businesses like ODE & ONDC. Legacy core businesses provide stability. New age businesses open up plethora of opportunities. Buy for TP ₹2510 (24% upside) Download research report... Protean eGov is a unique play on digital public infrastructure. […]
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- Hiren Ved has no Banking stocks in his portfolio. Ravi Dharamshi is very bullish about energy transition
- Protean eGov Technologies is a unique play on digital public infrastructure. Buy for target price of ₹2510 (24% upside): ICICI Direct
- Saurabh Mukherjea’s Marcellus PMS Fund has added new stocks to the Kings of Capital, Rising Giants & Little Champs portfolios and exited Eureka Forbes
- Anant Raj is riding India’s data center localization wave. Buy for target price of ₹1100 (31% upside): Motilal Oswal
- Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger, while continuously improving asset quality. Buy for target price of ₹3825 (30% upside): Axis Securities
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