“If you are constructing a portfolio today, do not try to time the market and take those calls. It is okay to be a benchmark hugger, buy the index, buy the market and have a largecap-oriented portfolio. There is excessive froth building up. Within the long debt space, the gilt space looks the best. Between dynamic bond funds or gilt funds which are running reasonably higher durations relative to the other, should be the port of call.”
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