Marcellus adding NH to their portfolios is a good news. I guess they have added it to both Little champs and Rising Giants portfolios. It means the business might be fundamentally sound. Not sure about the valuations as Marcellus have always been criticised for holding stocks at high valuations. I hope they have tweaked their strategy regarding valuation after such big backlash. But overall good news.
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Yes government after 2914 is focusing on infra , road , and made in India . It takes time .