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sunil subramaniam: Add defensives to your portfolio over next 6 months: Sunil Subramaniam

“ Given a lot of nervousness in the market, there is a little bit of profit booking and a reallocation of FII money. Buy equities smartly. Add defensives to your portfolio over the next six months. From then onwards, you can shift to a growth-oriented theme. There is no need to reallocate to debt just for this short-term volatility that I see ahead of the equity markets. ” ....

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