Vinit Bolinjkar sees conspiracy behind Soros attack on Adani group; picks 3 stocks to buy on dips

economictimes.indiatimes.com:

Vinit Bolinjkar, Head of Research, Ventura Securities, says “the stock that needs to be bought definitely is Adani Ports, Adani Enterprises, followed by Adani Energy Solutions. My reasoning for these three stocks to be picked up is very simple. Adani Ports is clearly a trade on India's burgeoning exports, especially since China is collapsing. We have already become the fifth largest exporter globally and we are on the threshold of accelerating our exports. Also, the stock has got significant margins, EBITDA margins are one of the best in the world.”
Should markets dismiss this new set of allegations against the Adani Group?
See, it is actually one A and one B of the same news.

Earlier there were general allegations and now they are giving a little more specificity of how the money trail could have flown. Now the fact that the management of Adani Group is coming out and saying that there is no evidence to suggest that there is any money trail, means they are fairly confident that their position is clear. More than that, I would like to get into the actual mechanics of why I think this could be happening.

This has happened exactly after we took over the Haifa Port.
Recently Adani has been in the news because they were looking to buy some ports in Greece after Prime Minister Modi's visit to Greece. This is in direct conflict with the Belt and Road Initiative of the Chinese. If I were to ask you to connect the dots, you can very well know that George Soros' wife is of Oriental origin.

All these things coming together portends a picture which is more sinister than just a mere case of pointing out corruption. I believe it goes beyond that. This OCCPR is being used only as a front for that.