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Fund Manager Talk: Invested 75% in equity? Krishna Sanghavi says defer fresh allocation
Mahindra Manulife's Krishna Sanghavi discussed market strategies amid high valuations, recommending caution for those heavily invested in equities. He found large caps fairly valued and saw potential in Financials and Oil & Gas sectors. Sanghavi advised tailored asset allocation, suggesting SIP for lower allocations and deferred investments for higher equity allocations.