Portfolio Stock in Recession –
1. Tcs – Life care science 1797 cmp
2. HDFC – Q4 results were up due to Gruh Finance.
3. Bajaj Finserv : 35% down, diverisfied portfolio.
4. Avenue Super Market : 1900 cmp
5. Reliance Industries – one of the best value unlocking due to Jio..cmp 900
