“While the broader markets are still attractive for investment, there are “pockets of irrational exuberance” in the mid and smallcap space. He recommends having a balanced multi-cap portfolio across large, mid, and small-cap stocks to navigate the current market conditions. Bhattacharya expects global macro conditions to remain weak in the next 6-12 months but improve thereafter. He suggests investing in sectors with relative earnings resilience, such as manufacturing, lending financials, real estate, electronic manufacturing services, and defense indigenization.”
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