Recently I watched an interview with an expert and he was suggesting to buy hospitality related stocks.
ITC's hotel business will pickup after lockdown and it will be a plus. ITC demerger also chances unnayi next 2 years lo. I will keep adding ITC on dips.
My other major holdings ONGC, IOC (Undervalued PSU stocks. Expect rerating after BPCL disinvestment), IDFC first bank (Very good management. Purchased at around 35/-) , Ashok Leyland (Avg 78). I'm looking to buy some good growth stocks when market corrects.
Watch list: Infoedge, LTTS, Indiamart, Praj, Caplin, HDFC Bank.
