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Hi,

The dynamics of the banking sector has changed dramatically in recent weeks, thanks to Nirav Modi (PNB fraud) and Chhanda Kocchar (ICICI Bank). I still believe HDFC Bank could be the better of the lot. I'm watching Yes Bank as well. Not too keen on PSUs for now.

As for broader themes, consumption is one you're rightly focused on. I have my eyes on auto (as more and more people migrate from towns to cities), consumer durables, FMCG (HUL recently hit all-time highs).

Infrastructure is back in the limelight as the Govt. is visibly advancing mega projects. For change, it's not all talk but action. https://timesofindia.indiatimes.com/india/national-highway-c...

Haven't done a deep dive into many stocks lately. Frankly, I'm not the small-cap hungry investor that most investors in India now seem to be. Blue chips lure me more. :)

-Neha
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