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We are bullish on domestic investment cycle; betting on mid and smallcaps: Nirav Sheth
“Our big theme is that it is time to go wide in Indian markets which means that unlike consensus we are bullish on the midcap and the smallcap sectors. They have corrected significantly that valuations are now below those of largecaps and the breadth of investment opportunities is significant. So broadly domestic oriented sectors till the time we get more clarity.”