Dipan Mehta on why he is happy to sit on 10-15% cash in a booming market

Dipan Mehta, Director of Elixir Equities, discusses his strategy of maintaining 10-15% cash for strategic investments. He highlights the performance of his portfolio, mentioning key holdings like Bajaj Finance and IndiGo. Mehta also shares his positive outlook on the travel and tourism sector and cautious stance on the EMS space.

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