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What is the right portfolio allocation as equities look toppish? Sandip Sabharwal answers
Sandip Sabharwal underscores the need for careful portfolio allocation, recommending gold for non-US residents. He evaluates the auto sector's dynamics, Trent's future outlook, and the disparity between largecap and smallcap stocks. Sabharwal advises against lump sum investments amid current market conditions and highlights the cyclical nature of different asset classes.