All valid questions, but the reason for holding cash is again point 3, which is all stocks with growth potentials are expensive. Reason for small percentage is also the fact that you mentioned, they are high PE, while I have conviction in their growth story but I don’t have conviction in the valuation.
Sorry, I could not understand what you are suggesting… are you suggesting –
- Deploy more in equity?
- Also suggest where to deploy? Which sectors/companies in your opinion, you find undervalued and also growing fast?
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