Sir this caught my attention. In the overall mid and smallcap context – do you see that we have reached certain level which warrants caution. If yes, please share your thought process on the same (why you think so).
Also please share your own action of last couple of months (did you add or reduce?). If you reduce allocation, where that money goes? I noted at one point of time you parked some money in BSE for dividend (please ignore the stock name). Has the approach changed when you reduce stock allocation.
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