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“If one got into it sometime back and is now sitting at say 40% return in his metal stocks, one can probably take off 25% of the exposure off the table and bring down his exposure by another 10% on another 10% price rise and repeat that as prices rise, ” says Kunj Bansal. ....
Legendary asset manager Ralph Wanger says that to spot great investment opportunities, investors have to look at trends beyond just business cycles. ....