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Stay invested, we are not in a bubble zone, but remain watchful: Sumit Poddar, Tikona Capital
Sumit Poddar discusses the mixed outlook of the market, strong SIP flows, Q3 results, opportunities in smallcaps, and his view on the paint sector, including the entry of Grasim and the importance of the distribution side for competition. Poddar also says "rather than looking at the size of the company, we are looking at the opportunity that these companies are offering. We are not necessarily buying it because it is either a smallcap or a midcap."