Sunday, November 29, 2009

Telecom Stocks

Is it time to start hoarding Telecom Stocks? I personally believe so, and have been accumulating Bharti and Reliance Comm since Oct, and will continue to do so. Expecting to see substantial gains in 2 year period. (3G License allocations - fingers crossed)

Other than that, I am taking advantage of the rally in IT stocks to reduce my exposure. Slowly offloading, still it forms a large component of my portfolio. Staying in cash as much as possible otherwise.

1 comment:

Anil said...

Glad you are back.