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Pawan Parikh on how he is hedging his portfolio in this bull market
Valuation concern persists. Hedging bets with strong earnings growth. Risk-reward opportunities in banking, pharma, tech. EMS sector, Dixon Tech, Amber Enterprises, Kaynes Technology, Syrmavery have growth potential. Linear growth in pharma midcap names, PB Fintech, Paytm, and insurance tech market show promise. Fair valuation and growth rate must be assessed.