Shanmu Portfolio - Valuable opinions - welcome

Nice selection of stock barring one or two. Regarding NIIT Tech. - 28% of sales come from Travel sector which is completely bombed out. The stock might be out of favour for a good time due to this one important factor. Also I don’t like few stocks

ABFRL: Don’t see it doing well given very high competition and consumers downtrading in the near future.
Tata Chem - Commodity grade stock with high operating leverage in the weakening macro is not a good proposition

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