Keeping up with SMIDs? It pays to be overweight on financials now; may get larger overweight in IT next year: Venugopal Garre

“We still have to look at a situation where one has to take an approach more from a bottom-up view. I do not think a largecap, smallcap thing potentially works too much. Look for wherever there is growth at this juncture but overall return expectations still have to be slightly low, heading into the next three to six months.”

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