Dear Sir, If you have been reading our mails, you might be aware that we have been extensively focusing on beaten down stocks/sectors wherein the companies have strong balance sheets and will probably emerge stronger from this crisis. The thesis behind the same is simple: Since the bear market that started in Janโ€™18 and accentuated by covid-19 crisis, a lot of stocks have corrected to levels wherein the market is assuming that companies wonโ€™t survive. It is true that some…