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In run-up to election, would you sit on 15-20% cash, buy on dips or stay fully invested? Sandip Sabharwal answers
Sandip Sabharwal suggests that uncertainties and foreign stake sales will continue to put pressure on Paytm's stock price. The healthcare and cement sectors may face challenges, while stocks like V-Guard Industries, VIP Industries, and Bharti are recommended. A 15% cash allocation is prudent for small and midcap stocks in preparation for potential corrective moves.