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Tags : "exposure"

We’ve cut exposure in consumer stocks to buy IT, pharma

Over the last six-seven months we have gone from about 13-14% exposure in IT to something like 22%, says the Founder & Fund Manager, Helios Capital. Do you think we have topped out for the year? Are we in for more consolidation, more sweating, more pain till the end of the year?That is difficult to […]Read More

Rural exposure and export biz to help Bajaj Auto perform

Hero Motocorp has clearly disappointed on the margin and sales front, says Hemang Jani, Equity Strategist & Senior Group VP. The mystery stock for me is Sun Pharma. There is nothing great about the numbers but it is still almost at a 52-week high? Yes. If you see, right from February onwards, the entire pharma […]Read More

How to reduce your risk of exposure to COVID-19 as

This is an excerpt from Second Opinion, a weekly roundup of eclectic and under-the-radar health and medical science news emailed to subscribers every Saturday morning. If you haven’t subscribed yet, you can do that by clicking here. When 61 members of a choir gathered for a practice in Mount Vernon, Wash., on March 10 — including one with COVID-19 symptoms […]Read More