Wednesday, 15 June 2016

Logistics is the theme to play and there are plenty of good stocks such as Allcargo or Gateway Distriparks. I think there is a valuation comfort out there with good RoEs and strong businesses in place, Dharmesh Kant, MOSL http://goo.gl/El88bf


Logistics is the theme to play and there are plenty of good stocks such as Allcargo or Gateway Distriparks. I think there is a valuation comfort out there with good RoEs and strong businesses in place, Dharmesh Kant, MOSL http://goo.gl/El88bf
http://goo.gl/El88bf
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