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India a key overweight market for HSBC; here’s how to further ballot-proof portfolio: Amit Sachdeva
“I think blending three – some risk-on, some momentum and some winning aspects of the businesses – in the portfolio would be a great idea and then take a cautious view of names which are excessively valued. So some cautions definitely required not buying all that have run up but taking a balanced view in this market would help protect people from any major hard landings.”