” Both Bajaj Finance and Bajaj Finserv qualify as a part of the core portfolio. The entire insurance business is in a sweet spot at the moment.” Dilip Bhat, Joint MD, Prabhudas Lilladher told CNBC TV18.
On the TVS Motors Q4 numbers, Bhat said that the numbers were a little disappointing.
“Even if you were to see the last one or two quarters, it has not been all that great, not as per what the market was expecting. However, maybe another 5-7% down, TVS Motors is a stock one should have in the portfolio.” he added.
He also spoke about ITC, Hindustan Unilever (HUL), HEG, and pharmaceutical stocks.
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