
Vidya Bala
Vidya is Co-founder and CIO at PrimeInvestor.in PMS.
A CA, Vidya brings 25 years of experience in investment research and financial journalism. At FundsIndia, as Head of Research, she
managed research and advisory for 3.5 lakh customers. At PrimeInvestor, she built the research platform that served 65,000 subscribers and now leads all investment decisions as CIO. She manages the Prime Synergy strategy and chairs the investment research committee.
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14 thoughts on “Stock recommendation: Stock to ride the IT transformation”
Learnt alot mam. Thanks
Thank you sir. Vidya
Hi Vidya,
Thank you for a very good article. I hold TCS, Infosys and HCL Tech stocks. The market value of each of them is roughly similar. Would you recommend converting half of my TCS holdings to Infosys for better future growth? Would appreciate your advise. Thanks.
LOok at it as a mix of growth and value in your portfolio 🙂 Rebalance when one goes way above your intended allocation. Otherwise good choices. Vidya
Thanks, Vidya.
Really good article.
The aspects discussed are very different from what most research articles discuss. In a way I’ve liked it because it is such a well known stock that everyone into investing is already well aware of the basic data points – but this article focused on other aspects.
The other thing I liked was the comparison between 2 really good stocks in the same segment and your reasoning on why you’ve preferred one over the other. ( I wish you start doing it in your Mutual Fund recommendations too where I always feel some worthy names are missing and not sure why :-))
Very fresh way of writing, logical, short and crisp.
Way to go
Regards
Raspreet
Hello sir – very encouraging words, as always, from you 🙂 Many thanks! regards, Vidya
Dear Research team
Considering that emerging technologies in the field of AI , Renewable energy , electric mobility , automation, robotics , IoTs are the latest hot topics in the field of technology, please bring out an article on the companies to watch out for that are best poised to reap in the benefits of early mover advantage.
Thanks
Cibi
Would it be right to enter infy now when it is near its 52wk high? Agree with your recommendations .. good analysis!
hello Sir thanks – as is the case with any stock, a fundamentally good stock needs to be accumulated. Add now and accumulate on dips. thaks, Vidya
hi Vidya madam,
read your article. Found it to be very informative . Thanks.
Thanks! Vidya
Hi,
Well researched, good to read.
Thank You
Thanks! Vidya
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