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Risk Management: Cutting exposure to capital goods, industrial; waiting for IT to bottom out: Devina Mehra

Devina Mehra of First Global reflects on the market s consensus shift towards capital goods, emphasizing the need to monitor potential sector peaks. She also discusses stock market volatility, election impact, and risk management strategies for smallcap stocks. Mehra says: "We have added a few commodity stocks in our last rebalance some amount of metal, steel, etc, and even some cement." ....

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