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BROKERAGE RADAR | IIFL ON ELECTION VERDICT: GV GIRI

Posted by Able on June 04, 2024

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• Populism can cause multiples compression

• Unreasonably priced sectors like PSUs, Cap goods vulnerable, but expected to get broad based later

• Avoid Defence

• Sun Pharma, Apollo Hospitals added in large caps, remove SBILI, BPCL

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BROKERAGE RADAR | IIFL ON ELECTION VERDICT: GV GIRI

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