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Not bullish on equities; going with 50:50 allocation: Siddharth Vora
"We find that whether it is global macros, monetary, overall valuation comfort or technical risk reward, the picture is not very bright for equities. We are going with a 50-50 approach in terms of equity and non-equity exposure and in terms of our equity focussed strategy, broad sector calls in terms of being overweight and underweight in certain sectors -- that phase is behind us.