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Sailesh Raj Bhan on new multi-year investment themes and where to invest in smallcaps
“We are also seeing a significant amount of paper now coming about. The core area to watch for is the Rs 10,000-20,000-crore range market cap companies in smallcaps, which are still relatively better placed to handle the ups and downs of cycles which might come around. And there the valuations are possibly less frothier than the valuations below.”