We will never buy infra cos for which government is a customer: Samir Arora
“We have one group of average 5% in 10 names and then there is a group of 20-25 names of 2-2.5%; so a total of 35 names. Any new name is not going to change my life but as a group they have changed my life over time. Therefore even if we look at one of these new stocks, we will have to find 2.5% somewhere to sell. ”
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