Posted on June 23, 2020

Shadow of QI FY21

Friends, In a few days shadow of QI FY21 will be falling which is the quarter that is mostly washed out for most companies leaving Sugar, telecom, pharma and FMCG. We are therefore seeing these sectors performing better in the bourses. In my opinion pharma has reached the possible peak for now hence may be … Continue reading

HDFCBank

Friends, This closed at 1045 yesterday and at this point we wish to reduce our holding in all 3 portfolios to half at opening rate today. Krishna Khandelwal