ETMarkets Smart Talk: Energy, auto, metal, defence, cement could be sectors which could hog limelight in G20: Nitin Rao

“Any market dip may be utilized to build portfolios with a 2-year out time horizon. Since the broader markets have held up (YTD SMID is up over 22% while Large caps are now YTD +6.2% higher), we find value in larger cap stocks and strategies (either on the passive side or select active managers) could be looked at for allocating majority of incremental equity monies.”