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Reputation: 642,713 • Nov 28, 2023 3:31 PM

Paytm a must-have in a portfolio and use Berkshire exit as a buying opportunity: Sanjiv Bhasin

“DLF and Godrej have been two of our portfolio picks, since they were at almost half the levels from where they are now. We were also very bullish on property given that asset monetisation or asset creation of wealth because of the twin rally in gold and stocks will see hard assets do well.”

The Economic Times

𝗡𝗲𝘄𝘀 𝗦𝘂𝗺𝗺𝗮𝗿𝘆
• DLF and Godrej are two of the portfolio picks, with a bullish outlook on property due to asset monetisation and creation of wealth.
• BSE, MCX, and IEX are expected to perform well in the exchange space.
• IREDA is a good investment opportunity with a thumbs up on its Navratna status and potential for growth in the green energy sector.
https://economictimes.indiatimes.com/markets/expert-view/...
#DLF 

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