Institutional investors could reduce their portfolio weights on two-wheelers stocks — Hero MotoCorpNSE -2.00 %, Bajaj Auto, TVS MotorNSE -4.08 %, and EicherNSE -6.12 % Motor — because of the rising cost of ownership, which could trim projected volume growth over the next two years.
The cost of ownership takes into account the annual expenses a biker makes on a vehicle. The components include costs related to fuel, insurance, financing and maintenance.
The weight of auto stocks ..