Chakri Lokapriya on 3 stocks you should continue to hold or buy some more
"Large holdings are still in consumer discretionary as well as in specialty chemicals like SRF where the avenues for growth are immense, export is still very strong. SRF will benefit from China plus one strategy. Outside of that, this sector was not really fancied by FIIs about five years ago. Today, the companys capabilities have increased across the industry levels."