Sanjiv Bhasin on 3 pedigree stocks that are must-haves in your portfolio

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Key Points

But these, again, are buying opportunities given the macro and the earnings trajectory seems very positive..

The Nifty and the Bank Nifty, given the spate of earnings and the growth outlook and the seasonal factor are all looking very hunky-dory..

But is not that price to perfection now the template that Indians will travel more, Indians will move out more, is not that in the price and also going forward, there will be no upside from G20 and Cricket World Cup...

Pedigree stocks with business outlook and transparency and forward-looking guidance will always trade perfect to prices..

But if you want to be in the pedigree businesses and want to participate in the India story with a slightly longer-term view, these are three stocks which must be in your portfolio..

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