PSU as a General Theme Is Over, No Need to Be Overly Concentrated While Choosing Stocks: Samir Arora
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"Don't have Railway stocks in
"Don't have Railway stocks in portfolio. PSU as a general theme is over. Fairly valued stocks will give returns based on earnings growth. MSCI flows impact is a momentum move for HDFC Bank. Pain of MFI sector has not bottomed out yet. Have around 7% stake in IT in portfolio. No need to be overly concentrated while choosing stocks.", says Samir Arora, Founder, Helios Capital
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در تاریخ 1403/05/26 منتشر شده
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