The differential with alternate fuels like petrol and diesel is the highest in Mumbai and probably the lowest in IGL’s case, because in Delhi the tax structure is slightly different for even petrol and diesel compared to Bombay.
Stay the course, no need for tactical portfolio shift: Vikas Khemani
Vikas Khemani from Carnelian Asset Management suggests a portfolio focused on India’s long-term potential. Banking, financial services, and manufacturing are key sectors. Consumption, both discretionary