Expect Sensex at 85,000 by year end, book some profit & rotate your money; buy 4 cement stocks: Sanjiv Bhasin

Sanjiv Bhasin advises on market shifts, recommending moves from auto, metals to banks, specialty chemicals. He predicts a Sensex surge to 100,000, after 12-18 months but expects market to touch 85,000 by year end. Bhasin further urges caution due to rising inflation and fully priced earnings and says one should always keep some cash in hand in case of a correction.

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