“I still think midcaps and smallcaps are the place to be. That universe is expanding. So do not be deterred by the up move that we have seen in the last six months and say that as midcaps and smallcaps have gone up, do not be in them. Just be overweight on mid-tier technology services companies and India-centric online businesses. These are going to be the big compounders and the big wealth creators.”
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