Ash portfolio

What’s your take on moat n opportunity size for Repco, Astral n Kaveri ?

Today’s ET carries a news item on frontage that Moily the new environment minister will reverse the policy of his predecessors Jairam n Natarajan n likely to OK the GM usage.

What impact can it have on Kaveri?

Portfolio remains almost the same, but have been slowly building cash.

currently around 14% cash…

Hitesh/ Donald - how are you approaching the market before elections ?

how much cash ? any plans for recovery stocks - psu banks, infra etc.?

views invited.