In an interview with ET Now, Manish Sonthalia, Head-Equities, Motilal Oswal Asset Management-PMS, explains why he reduced 14-15% allocation on HPCL to 5% and reallocated the extra 10% among Federal Bank, Bayer Cropscience, Godrej Industries and Aegis Logistics.
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via Manish Sonthalia has just gone overweight on these 4 stocks
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