For Monday, I am not suggesting any changes to your existing holdings. We will wait for the markets to stage a recovery and then take a call on what needs to be done. For now, we shall hold on to the positions. However, there are 5 stocks out of our recommended positions where I would reiterate that you add if you have not done already.
BHEL at Rs.49 (CMP-52.75) – Suggest to hold
Petronet LNG at Rs.250 (CMP-252) – Suggest to hold
Indiabulls Housing Finance at Rs.248 (CMP-232) – Suggest to hold
DLF at Rs.324 (CMP-319) – Suggest to hold
Tata Chemicals at Rs.773 (CMP-752) – Suggest to hold
Regarding your query on fresh stock buying, I thing you should now wait for fresh cues from the market before venturing into fresh positions. We are largely invested into positions and these are stocks I am confident over the medium term. Observe the global yield cues and the domestic cues on the inflation and IIP macros and then we can build a trade case.
For Monday, I am not suggesting any changes to your existing holdings. We will wait for the markets to stage a recovery and then take a call on what needs to be done. For now, we shall hold on to the positions. However, there are 5 stocks out of our recommended positions where I would reiterate that you add if you have not done already.
BHEL at Rs.49 (CMP-52.75) – Suggest to hold
Petronet LNG at Rs.250 (CMP-252) – Suggest to hold
Indiabulls Housing Finance at Rs.248 (CMP-232) – Suggest to hold
DLF at Rs.324 (CMP-319) – Suggest to hold
Tata Chemicals at Rs.773 (CMP-752) – Suggest to hold
Regarding your query on fresh stock buying, I thing you should now wait for fresh cues from the market before venturing into fresh positions. We are largely invested into positions and these are stocks I am confident over the medium term. Observe the global yield cues and the domestic cues on the inflation and IIP macros and then we can build a trade case.