Category: Interest Rates
Governor’s view : MPC
Break in narrative
Strong PMI : will rate hikes continue based on this!
QSR : Impact start showing up
Looks better to stay away from QSR companies like Sapphire, Devyani, Zomato, Jubilant food
Dated 25-feb-23
Dated 25Apr-23 –Decision paid off well –even in the recent rally , these stocks did not run
Time is coming to accumulate slowly after one correction