Hemang Jani suggests moving allocation from midcap/smallcap companies to largecaps like Lemon Tree and Indian Hotels, as well as pharma and NBFCs. Reliance is expected to perform well due to Jio’s growth and positive valuation. Moving 10-15% portfolio to largecaps is sensible. The NBFC sector is stabilizing, with Poonawalla Fincorp and LIC Housing expected to deliver strong results. Midcaps are still a good investment, but selective choices are important. The pharma sector has rebounded, with Cipla, Sun Pharma, Dr Reddy’s, Laurus Labs, and Aurobindo Pharma as top bets.
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