Our own take at Marketsmith India is that the reform processes which have continued for 10 years, there would not be any significant change in terms of capital allocation for a whole host of schemes that the Modi government has embarked upon. Infra development and infra allocations are expected to double over the next five years.
Portfolio matters more than individual stocks: Nilesh Shah shares WhatsApp forward on IPL
Sharing a WhatsApp forward listing individual award winners from the recently concluded IPL season—none from RCB—Nilesh Shah of Kotak Mutual Fund highlighted on social media