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Summary of Contents
SHAREKHAN
SPECIAL
The
vulnerables
Although we are a firm
believer of the great Indian growth story (much about which has
already been said and written by us as well as by others) and we
believe that the good times for India have just started, we would
also like to be a little cautious in such volatile times. We have
screened a few stocks (in the BSE 500 Index), which have not
corrected as much as the BSE Sensex over the last one month and in
which FIIs have substantially hiked their stake over the last six
months. The growth story in many of these stocks must be kicking and
alive, but they may fall prey to the selling by FIIs, in case the
next round
comes!! |
