It's the time for LT Multi cap portfolio rebalance. Post Q3 results & Budget 2021, we had reviewed our portfolio & came up with 5 changes: 2 stocks exiting ...
The Multicap portfolio has been on hold for a while, as we analyzed the look of future events. We will do a few things: Pare down the list to just 15 stocks We ...
India Automobile Industry The automobile industry in India is 7.5% of GDP, it is 49% of manufacturing GDP and 26% of Industrial GDP. The industry directly ...
In continuation to our posts on analyzing the latest quarter results of companies in our Long Term Multicap Portfolio, in this post we look at the results of ...
In follow up to our earlier post, where we covered three companies from our MultiCap Portfolio, we look at 3 more companies in this post. APL Apollo The ...
Q3FY20 results of company’s have started coming in, in this post we take stock of the results of companies in our Long term Multicap portfolio. We start ...
The chemical industry is enjoying tailwinds due to customers increasing sourcing their supplies from India. The major player in the chemical space is China, ...
The Stock has been consistently growing its topline with more than 20% CAGR and the bottomline is 30%+. The push from government towards infra and recent ...
The automobiles and auto ancillary sector has been severely impacted due to various factors plaguing the economy. The Nifty Auto Index has been down by 14% in ...
In continuation to our results post of companies in our multicap portfolio, we take a look at results of two more companies in this post. This time, results ...
