Stocks (ex BFSI) which looks interesting to me from a one year perspective. Why one year? We live in a VUCA (volatile, uncertain, complex and ambiguous) world so its hard to imagine far ahead.
- Ahluwalia Contracts
- Carborundum Universal
- Chambal Fertilisers
- Cochin Shipyard (slightly longer horizon here)
- GE Shipping
- GHCL
- Gulf Oil Lubricant
- JK Cement
- KEC International
- Kirloskar Ferrous
- Persistent Systems
- PTC India
- Suprajit Engineering
- TV Today Network
- VST Tillers Tractors
In case of any incoming information which negates my thesis on any company, I may exit.
Long & Short of Indian Equities 