All bad news is priced in, but don't call it a bull market yet: SAMCO MF CEO Viraj Gandhi
Largecaps offer better safety as valuations are below historical averages. Private banks and cement sectors show clear earnings visibility and growth potential. Mid and smallcaps show momentum but require more confirmation for a bull market. Earnings growth will primarily drive returns over the next twelve months. A balanced SIP allocation is recommended for moderate risk investors over ten years.
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