Take-away
1. Real estate and NBFC-s are not safe bets now.
2.Strategy Suggested
%
10 - Small caps
20 - Mid caps
20-25 - Value
Rest - Multicap and large-cap
3. Mid-caps not likely to underperform Large-caps
4. GDP growth came down in 2 phases.
A. Demonetization
B. Risk aversion and Funding squeeze
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