Key Points
Daljeet Singh Kohli, Head of Strategy & Research at Vasuki India Fund, advises retail investors to refrain from buying or staying in Vedanta due to its demerger exercise, which he believes is primarily a debt management exercise rather than value unlocking..
He suggests that it may take 12 to 15 months for any major benefit to be realized, making it a long-term investment..
However, Kohli remains positive on the metal pack and recommends exploring other options within the sector..
Daljeet Singh Kohli, Head, Strategy & Research, Vasuki India Fund, says for a retail investor, it will be a very long haul to realise any major benefit out of Vedantas demerger exercise..
Infrastructure, ports, we know that major growth is planned for the ports and this kind of area.. Obviously there is a lot of interest for this sector and for the group also that is why it has seen such a good response..
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