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In a recent Morgan Stanley report, the company suggested that IOCL, HPCL, and BPCL have more headroom left despite the sharp run in the last few weeks. ....
Vijay Kedia criticizes the tax on dividends in India and expresses faith in the government s ability to provide direction in the upcoming budget. He believes that the next five years are crucial for India to catch up with China, and praises the government s work. Kedia is fully invested in the market and sees a margin of safety in his chosen stocks. He likes Indigo despite the challenges in the airline industry. Kedia also mentions expresses interest in OMCs diversifying into hydrogen. ....