Hemang Kapasi recommends clients to shift exposure to largecaps and invest in sectors with structural uptrends due to potential volatility closer to the general elections. He advises staying invested in sectors that create long-term wealth, such as healthcare and consumption. India is expected to take a breather compared to other emerging markets before continuing its advance. The interim budget may include infrastructure and power sector-related capex announcements, as well as populist rural-centric measures
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