Amid rising geopolitical tensions and market volatility, investors are reassessing sectoral allocations. Mutual fund experts suggest focusing on domestic cyclicals, financials, and defensives like pharma, while remaining cautious on IT, metals, and oil and gas. They also highlight valuation risks and stress the importance of resilient businesses in uncertain conditions.
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360 ONE’s Mayur Patel bets on smallcaps, says midcaps look somewhat expensive
Smallcap stocks offer a better risk-reward proposition than midcaps, which remain relatively expensive, according to Mayur Patel, president and fund...
