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incremental allocations: Biased towards large and large midcaps in terms of incremental allocations: Gurmeet Chadha

Gurmeet Chadha discusses varying valuations, smallcap index trends, Blinkit s potential, HDFC Bank s performance, and potential earning surprises in textiles, defense, space sectors, and chemicals amid the earnings season. Chadha says selectively tracking textiles players like Gokaldas who have done acquisitions and added capacities. He is also looking at some defence and space names like Zen Technologies. ....

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midcaps: 4 stocks Rohan Gupta is bullish on from chemical sector

I do not say that these structural drivers were missing. It is just about that the sector was out of the flavour from last four to five quarters because of the near-term headwinds. But now it looks like the headwinds are over and we should be seeing the sequential recovery in place while the structural driver are already in place. ....

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Rahul Gandhi stock portfolio: Pidilite, GMM Pfaudler, Deepak Nitrite among 25 shares INC leader owns

Rahul Gandhi stock portfolio: Pidilite, GMM Pfaudler, Deepak Nitrite among 25 shares INC leader owns
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