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Take some money off the table & rejig your portfolio now: Hemang Jani
Hemang Jani suggests shifting from midcaps to largecaps due to potential corrections. He is positive on Airtel in the telecom sector. Bharat Dynamics and auto ancillary companies like Endurance Technologies are recommended. Varun Beverages has strong growth potential. Pidilite's earnings growth is a concern. As .broader market companies often have corporate governance issues, it makes more sense to be slightly overweight on largecaps.