Gurmeet Chadha explains why his biggest largecap holdings are counter-cyclical in nature
Gurmeet Chadha discusses stock picks, including ITC, HDFC Bank, and HCL Tech. Favors Ganesha Ecosphere, Tata Consumer, and Sandhar Technology. He id bullish on Bharti Airtel, while remaining cautious on Vodafone FPO\’s equity dilution. Chadha also says that \”In midcaps, we have added some capital market participants on corrections, including CAMS, CDSL, and market infrastructure services players.\”