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Sanjiv Bhasin recommends Bata and Patanjali in the FMCG space due to the positive growth of rural incomes. He discusses Hindalco s subsidiary, Novelis, considering an IPO in the US and comments on the potential deal and volatility surrounding Zee. He also emphasizes the importance of work-life balance and contrarian investing in the retail-driven market. ....
Shares of some of India s best companies - HDFC Bank, Infosys, Asian Paints, Bajaj Finance, HDFC Life and Hindalco - among a dozen stocks on the 50-stock Nifty have declined in the last two years as the NSE s benchmark index returned over 28% during this period. ....
Positive setup was seen in stocks like GMR Infra, MCX, Grasim, United Spirits, Granules, Container Corp, Voltas, Cipla, Zydus Life, Bharti Airtel, ICICI Bank, Cummins India, Dr Reddys, Coforge, Maruti and Indian Hotels. ....