Thanks to fed for postponing QE tapering - i used that rally to exit few of holding like ICICI, Federal, SIB, Cairn, ENIL and partially exited PNB, IIB & M&M . For now i hold near 25-30% cash - Ihavent really added anything new or averaged any of my holding.
I’m planning to increase % allocation for HDFC Bank, GRUH and maybe Tech M / DB Corp. Also, considering TCS, Kaveri seeds, Unichem, PI Inds, Ajanta as fresh investments - may consider 1 or max 2! haven’t really decided which one but above are shortlisted candidates.