Ace investor Chakri Lokapriya’s view on renewable energy, affordable housing and rail stocks

Chakri Lokapriya, Managing Partner at RedStrawBerry LLP, shares insights on his current investment strategy. He discusses the sectors he is investing in and the ones he has partially exited. Chakri Lokapriya remains very bullish on the energy sector, highlighting stocks like SUZLON and reiterating his bullish stance on renewable energy stocks. He also focuses on the affordable housing sector, picking HUDCO and PNB Housing as key holdings. He also provides insights on the railway sector, where he has seen partial gains. However, he still likes stocks like Titagarh Rail and Texmaco Rail & Engineering. Despite these recent gains, Lokapriya remains positive on these companies and the sector as a whole.