Indian Stock Market: Managing Risk #7

I have decided to watch the governments economic announcements without any bias whatsoever...so the 2500 puts have been sold at Rs 68 and the 2800 calls have been bought back at Rs 98.

The Dhaba portfolio is empty...with a return of just over 8% since November 1, 2008...if you calculate on the basis of the 20% invested then the return is of course over 40%...I prefer the 8% as it is more appropriate.

With some detail on the banking sector done, I will now start looking at the infrastructure sector. There must be good value in these companies.

Have a safe weekend.