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portfolio allocation: Ajay Srivastava on 3 big changes in the portfolio in 3 months

Ajay Srivastava of Dimensions Corporate says "we are in that zone where people are comfortable where they are and therefore willing to carry the investment and also make more investment. So, yes, there are fundamental factors, but to me the most important is human psychology. We are feeling good today and when we feel good, we want to do things and become more expensive."

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