Understood Your points @BejgamNishanth
Both Tata Motor and Chemical have run up a lot recently however the cost % was >12%.
I am watching ERD segment but the valuation are quite high for my liking hence i will wait for an entry in that segment.
QSR and Music streaming is another trend i am researching; rest not so much. i am hoping to get diversification through Index and Mutual Funds (50% into SMallscap).
Pharma/CDMO/Chemicals/Ethanol i dont really understand the business hence i want to stay away until i educate myself on it.