Prakash Diwan's View on Chemical --- unvalued Sector, must 8-10 % part of portfolio
Sumitomo Chemical, SRF, Aarti Industries are picks
Fertilizer --- GSFC -- Buy
RITES --- Like the Company, Hold since IPO
IRFC --- Add or Hold if you have, Good for Long Term
Deepak Nitrite --- High Valuation to Buy, Good to Book Profit Right Now
Cement --- India Cement for Short Term,
Deccan Cement for Long Term
Maruti --- Will Buy after New Models , Use Dips to add for Long Term
Sumitomo Chemical, SRF, Aarti Industries are picks
Fertilizer --- GSFC -- Buy
RITES --- Like the Company, Hold since IPO
IRFC --- Add or Hold if you have, Good for Long Term
Deepak Nitrite --- High Valuation to Buy, Good to Book Profit Right Now
Cement --- India Cement for Short Term,
Deccan Cement for Long Term
Maruti --- Will Buy after New Models , Use Dips to add for Long Term
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