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@hirokoegan Cheers

@sealsong My bad. Corrected it. The second India is USA.

@carpitect Cheers

@y2kman That is a very kind comment. Thank you very much.

Incase you want to add me any companies not on the list just add a comment below this one. I can add them by end of day.

@nischansr Jagran Prakashan (newspaper, Contra bet), Transpek Industries (Specialty chemicals play, already hold some), Indiamart Intermesh (B2B online retail play, already hold a good size in Portfolio), Godrej Agrovet(Agricultural and animal husbandry proxy play along with frozen foods and...

@nischansr Cheers. Glad to be of help.

@tonedr I am closely tracking Divis Labs (Generics& API)and Syngene International(CRAMS). I sold a majority of my Caplin point holding on Friday since it has doubled in 2-3 months and I was not comfortable with the valuations. I currently only hold Dr Reddys.

@littlefox I wish I knew. But the momentum feels very strong and the numbers are backing the momentum. A slight pulldown maybe but I don't expect a major correction in the short run.

The full article is (includes some stats) https://cashcows.in/streamlining-the-sectors-pharmaceuticals-healthcare-and-diagnostics/ Incase you want to have a look at the other sectors you can find other sectors here. IT, Telecom, Hospitality, Logistics and Media and Entertainment –...

I have tried to classify all pharmaceutical, healthcare and diagnostics companies in BSE 500 and Nifty 500. I have also included some new listed companies and some companies which are held by well know mutual funds which are not a part of BSE – 500 and Nifty 500. A total of 48 companies are...

@resjudicata Not really it could be a FOF with 0.25 percent basis points expense + whatever the fund expense is. I expect MSCI FOF's in near future

@resjudicata Not really it could be a FOF with 0.25 percent basis points expense + whatever the fund expense is. I expect MSCI FOF's in near future