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Anand Shah is betting on 2 themes and is overweight in mid & smallcaps in flexicap portfolios; here’s why
Anand Shah advises a long-term perspective, emphasizing selective stock picking amidst market volatility. Overweighting midcaps and smallcaps for strategic stock selection while highlighting the role of emerging manufacturing businesses and drivers like real estate in the economy. Shah also has been overweight the entire chain of the power because for manufacturing to pick up, there is no denying that we will need more power.