Poor timing when it came to Kajaria. This is my lesson from this, stoploss works both ways, stopping profits and losses. In most circumstances like RBl it helped me save capital.
I had exited McDowell due to the sudden Diageo probe involvement in Chidambaram’s case. I did not know if the issue could escalade or not and it lead a decision of exiting with minimal gains.
I have added Syngene, and IOL Chemicals and Pharma and incresed allocation in Indigo.
I’m sitting on 31% cash now.