Friends, please note down activity since last. We are net long 1.25 crs now. We are now ling in 27 items, short in 6 items and neutral in 3 items. Clearly we have have bullish view overall in terms of exposure in individual items. And that is the outcome of our value vs price analysis which doesn’t think much of market trend but reflects overall view depending on long/short exposure for time being.
Krishna Khandelwal




Leave a comment